+7.2%
VNQ vs RMD
-23.0%
+30.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -1.3% | -4.4% | +3.1% | -0.2% |
| 30D | -2.6% | -3.1% | +0.6% | -1.9% |
| 3M | -2.0% | +13.8% | -15.8% | -5.5% |
| 6M | +4.3% | -8.6% | +12.9% | +6.1% |
| YTD | +9.2% | -8.6% | +17.9% | +10.8% |
| 1Y | +5.6% | -19.7% | +25.3% | +10.6% |
| 3Y | +30.8% | +48.4% | -17.5% | +12.2% |
| All | +7.2% | -23.0% | +30.3% | +8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling