+376.8%
V vs RMD
+265.7%
+111.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -0.8% |
| 7D | -1.1% | -4.5% | +3.4% | +0.3% |
| 30D | +1.9% | +4.6% | -2.7% | +0.4% |
| 3M | +15.5% | +14.8% | +0.8% | +10.4% |
| 6M | +16.6% | -12.1% | +28.7% | +20.5% |
| YTD | +5.7% | -7.5% | +13.2% | +7.2% |
| 1Y | +8.6% | -20.1% | +28.6% | +15.0% |
| 3Y | +52.5% | +53.9% | -1.4% | +25.3% |
| 5Y | +67.1% | -22.2% | +89.3% | +71.9% |
| 10Y | +376.8% | +268.2% | +108.6% | +189.6% |
| All | +376.8% | +265.7% | +111.1% | +189.6% |
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