+59.9%
VEA vs RMD
-23.0%
+82.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | -1.5% | -4.4% | +3.0% | -0.6% |
| 30D | -0.8% | -3.1% | +2.3% | -0.3% |
| 3M | +2.5% | +13.8% | -11.3% | -0.5% |
| 6M | +11.1% | -8.6% | +19.7% | +12.8% |
| YTD | +17.2% | -8.6% | +25.8% | +18.7% |
| 1Y | +24.5% | -19.7% | +44.2% | +29.4% |
| 3Y | +75.4% | +48.4% | +27.0% | +54.9% |
| All | +59.9% | -23.0% | +82.9% | +61.5% |
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 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