+396.4%
RMD vs VTEB
+26.0%
+370.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | -4.7% | -0.7% | -4.0% | -4.0% |
| 30D | +0.2% | -2.1% | +2.3% | +2.7% |
| 3M | +12.0% | -2.7% | +14.7% | +15.7% |
| 6M | -12.5% | -2.1% | -10.4% | -10.3% |
| YTD | -7.9% | -1.1% | -6.8% | -6.6% |
| 1Y | -20.4% | +1.3% | -21.7% | -21.5% |
| 3Y | +53.1% | +9.0% | +44.1% | +39.5% |
| 5Y | -22.1% | +1.5% | -23.6% | -23.5% |
| 10Y | +275.4% | +18.5% | +256.9% | +268.0% |
| All | +396.4% | +26.0% | +370.4% | +417.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling