+454.5%
V vs RMD
+340.4%
+114.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | +0.6% | +3.1% | -2.5% | -0.3% |
| 30D | +9.7% | +1.8% | +8.0% | +8.9% |
| 3M | +17.3% | +6.7% | +10.6% | +14.7% |
| 6M | +33.2% | +13.9% | +19.3% | +27.1% |
| YTD | +21.3% | -2.0% | +23.3% | +20.6% |
| 1Y | +27.3% | -5.4% | +32.7% | +27.9% |
| 3Y | +76.1% | +67.4% | +8.7% | +41.0% |
| 5Y | +103.5% | -5.7% | +109.2% | +95.1% |
| 10Y | +454.5% | +338.4% | +116.1% | +211.3% |
| All | +454.5% | +340.4% | +114.1% | +211.3% |
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