-51.4%
VG vs RMD
-3.6%
-47.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | -0.1% |
| 7D | -22.0% | +2.3% | -24.4% | -21.8% |
| 30D | -11.6% | +4.1% | -15.8% | -11.3% |
| 3M | -14.9% | +5.7% | -20.6% | -14.6% |
| 6M | -3.5% | +12.9% | -16.4% | -3.1% |
| YTD | +70.0% | -1.5% | +71.5% | +73.0% |
| 1Y | +50.0% | -4.8% | +54.7% | +53.6% |
| All | -51.4% | -3.6% | -47.8% | -54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling