+61.8%
VNQ vs RMD
+274.3%
-212.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -1.3% | -4.4% | +3.1% | -0.1% |
| 30D | -2.6% | -3.1% | +0.6% | -1.8% |
| 3M | -2.0% | +13.8% | -15.8% | -5.9% |
| 6M | +4.3% | -8.6% | +12.9% | +6.2% |
| YTD | +9.2% | -8.6% | +17.9% | +11.0% |
| 1Y | +5.6% | -19.7% | +25.3% | +11.1% |
| 3Y | +30.8% | +48.4% | -17.5% | +11.7% |
| 5Y | +8.0% | -22.7% | +30.7% | +10.1% |
| All | +61.8% | +274.3% | -212.5% | +14.5% |
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 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