+9.5%
V vs RMD
-20.3%
+29.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -3.0% | -4.2% | +1.1% | -2.3% |
| 30D | +1.2% | -2.1% | +3.3% | +1.6% |
| 3M | +13.9% | +13.8% | +0.2% | +11.5% |
| 6M | +17.2% | -10.6% | +27.9% | +18.0% |
| YTD | +5.3% | -8.1% | +13.4% | +4.3% |
| 1Y | +9.5% | -18.0% | +27.4% | +11.5% |
| All | +9.5% | -20.3% | +29.7% | +11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling