+99.1%
V vs RMD
-5.3%
+104.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.4% |
| 7D | +2.2% | +2.3% | -0.1% | +1.7% |
| 30D | +13.6% | +4.1% | +9.5% | +12.4% |
| 3M | +14.3% | +5.7% | +8.6% | +12.7% |
| 6M | +33.1% | +12.9% | +20.2% | +28.9% |
| YTD | +21.2% | -1.5% | +22.7% | +20.6% |
| 1Y | +26.4% | -4.8% | +31.2% | +26.6% |
| 3Y | +77.6% | +57.5% | +20.1% | +53.7% |
| All | +99.1% | -5.3% | +104.4% | +103.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling