+48.4%
RMD vs VTEB
+8.6%
+39.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -1.1% |
| 7D | -4.4% | -0.9% | -3.5% | -3.1% |
| 30D | -3.1% | -2.5% | -0.6% | +0.7% |
| 3M | +13.8% | -3.0% | +16.7% | +19.2% |
| 6M | -8.6% | -2.1% | -6.5% | -5.4% |
| YTD | -8.6% | -1.5% | -7.2% | -6.3% |
| 1Y | -19.7% | +0.2% | -19.8% | -19.6% |
| 3Y | +48.4% | +8.6% | +39.8% | +33.1% |
| All | +48.4% | +8.6% | +39.8% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling