+1,582.6%
RMD vs VT
+345.0%
+1,237.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +2.6% |
| 7D | -5.3% | -4.2% | -1.2% | -2.1% |
| 30D | +8.4% | -5.8% | +14.2% | +13.5% |
| 3M | +7.1% | -5.2% | +12.4% | +11.5% |
| 6M | +15.8% | +0.1% | +15.7% | +15.0% |
| YTD | +0.2% | +8.2% | -8.1% | -6.5% |
| 1Y | -1.4% | +10.1% | -11.5% | -9.2% |
| 3Y | +61.3% | +69.7% | -8.4% | +5.7% |
| 5Y | -3.9% | +53.4% | -57.3% | -31.9% |
| 10Y | +365.6% | +219.2% | +146.4% | +93.4% |
| All | +1,582.6% | +345.0% | +1,237.6% | +376.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling