-100.0%
VIVK vs RMD
-1.9%
-98.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.5% | +5.9% | -33.4% | -26.6% |
| 7D | -68.7% | -3.9% | -64.8% | -68.0% |
| 30D | -90.0% | +7.9% | -97.9% | -89.2% |
| 3M | -98.1% | +8.1% | -106.1% | -97.9% |
| 6M | -99.9% | +15.5% | -115.4% | -99.9% |
| YTD | -99.9% | +0.7% | -100.6% | -99.9% |
| 1Y | -100.0% | -1.4% | -98.6% | -100.0% |
| All | -100.0% | -1.9% | -98.1% | -100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling