+2,926.4%
V vs RMD
+1,203.1%
+1,723.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -1.7% | -5.0% | +3.3% | -0.1% |
| 30D | +2.0% | +2.2% | -0.3% | +1.1% |
| 3M | +17.4% | +17.8% | -0.5% | +10.9% |
| 6M | +17.5% | -11.3% | +28.8% | +21.2% |
| YTD | +7.6% | -4.4% | +12.0% | +8.0% |
| 1Y | +7.7% | -15.7% | +23.4% | +12.4% |
| 3Y | +54.7% | +47.7% | +6.9% | +28.8% |
| 5Y | +73.0% | -19.2% | +92.3% | +73.8% |
| 10Y | +390.9% | +280.4% | +110.5% | +174.8% |
| All | +2,926.4% | +1,203.1% | +1,723.4% | +816.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling