+293.8%
TRV vs RMD
+276.6%
+17.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -1.5% | -4.2% | +2.7% | -0.6% |
| 30D | -1.8% | -2.1% | +0.3% | -1.4% |
| 3M | +21.6% | +13.8% | +7.8% | +17.7% |
| 6M | +22.5% | -10.6% | +33.1% | +24.9% |
| YTD | +28.1% | -8.1% | +36.2% | +29.6% |
| 1Y | +37.0% | -18.0% | +55.0% | +42.0% |
| 3Y | +141.9% | +52.9% | +89.0% | +110.5% |
| 5Y | +158.5% | -22.3% | +180.8% | +163.6% |
| All | +293.8% | +276.6% | +17.3% | +176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling