+392.1%
VNQ vs RMD
+2,172.7%
-1,780.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +1.1% |
| 7D | -0.4% | -4.5% | +4.1% | +1.2% |
| 30D | -2.5% | +4.6% | -7.1% | -4.3% |
| 3M | +1.4% | +14.8% | -13.4% | -4.2% |
| 6M | +4.6% | -12.1% | +16.6% | +8.5% |
| YTD | +10.5% | -7.5% | +18.0% | +12.3% |
| 1Y | +8.4% | -20.1% | +28.5% | +15.9% |
| 3Y | +32.4% | +53.9% | -21.5% | +6.2% |
| 5Y | +5.5% | -22.2% | +27.7% | +7.2% |
| 10Y | +59.1% | +268.2% | -209.1% | -21.1% |
| All | +392.1% | +2,172.7% | -1,780.6% | +2.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling