+104.6%
VGT vs RMD
-7.7%
+112.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | +2.5% | +2.1% | +0.4% | +1.9% |
| 30D | -9.5% | +2.1% | -11.6% | -10.1% |
| 3M | -9.5% | +6.2% | -15.7% | -11.2% |
| 6M | -1.8% | +19.4% | -21.2% | -7.6% |
| YTD | +18.4% | +0.5% | +17.9% | +17.2% |
| 1Y | +18.7% | -3.9% | +22.7% | +19.1% |
| 3Y | +103.8% | +72.5% | +31.3% | +59.2% |
| All | +104.6% | -7.7% | +112.3% | +104.9% |
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