+2,072.9%
VGT vs RMD
+2,688.5%
-615.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | +2.5% | +2.1% | +0.4% | +1.8% |
| 30D | -9.5% | +2.1% | -11.6% | -10.3% |
| 3M | -9.5% | +6.2% | -15.7% | -11.8% |
| 6M | -1.8% | +19.4% | -21.2% | -9.0% |
| YTD | +18.4% | +0.5% | +17.9% | +15.9% |
| 1Y | +18.7% | -3.9% | +22.7% | +18.0% |
| 3Y | +103.8% | +72.5% | +31.3% | +58.5% |
| 5Y | +104.4% | -1.5% | +105.9% | +91.1% |
| 10Y | +716.9% | +345.8% | +371.1% | +337.3% |
| All | +2,072.9% | +2,688.5% | -615.6% | +517.5% |
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