+2,267.4%
VGT vs RMD
+2,551.0%
-283.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +1.0% | -5.0% | +6.0% | +2.7% |
| 30D | +1.3% | +2.2% | -0.9% | +0.3% |
| 3M | -1.1% | +17.8% | -19.0% | -7.5% |
| 6M | +32.6% | -11.3% | +44.0% | +36.5% |
| YTD | +29.0% | -4.4% | +33.4% | +29.0% |
| 1Y | +39.7% | -15.7% | +55.4% | +45.6% |
| 3Y | +120.9% | +47.7% | +73.2% | +81.5% |
| 5Y | +133.6% | -19.2% | +152.8% | +135.0% |
| 10Y | +792.6% | +280.4% | +512.2% | +405.2% |
| All | +2,267.4% | +2,551.0% | -283.6% | +587.0% |
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