+404.6%
VIAV vs RMD
+274.3%
+130.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.8% |
| 7D | +11.2% | -4.4% | +15.6% | +12.3% |
| 30D | -10.1% | -3.1% | -7.0% | -9.6% |
| 3M | -22.9% | +13.8% | -36.6% | -26.4% |
| 6M | +28.8% | -8.6% | +37.4% | +30.4% |
| YTD | +117.5% | -8.6% | +126.1% | +119.6% |
| 1Y | +216.1% | -19.7% | +235.7% | +231.6% |
| 3Y | +292.2% | +48.4% | +243.8% | +221.1% |
| 5Y | +141.0% | -22.7% | +163.7% | +143.3% |
| All | +404.6% | +274.3% | +130.2% | +196.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling