+29.9%
VNQ vs RMD
+50.8%
-20.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -2.6% | -4.2% | +1.6% | -1.9% |
| 30D | -2.3% | -2.1% | -0.3% | -2.0% |
| 3M | -2.8% | +13.8% | -16.6% | -5.5% |
| 6M | +2.5% | -10.6% | +13.1% | +4.2% |
| YTD | +8.4% | -8.1% | +16.5% | +9.4% |
| 1Y | +6.8% | -18.0% | +24.7% | +10.0% |
| All | +29.9% | +50.8% | -20.9% | +16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling