+76.9%
VOO vs RMD
+51.0%
+25.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.4% | -4.7% | +4.4% | +0.4% |
| 30D | -1.4% | +0.2% | -1.6% | -1.5% |
| 3M | +3.7% | +12.0% | -8.3% | +1.6% |
| 6M | +13.0% | -12.5% | +25.6% | +15.4% |
| YTD | +12.4% | -7.9% | +20.4% | +13.6% |
| 1Y | +18.6% | -20.4% | +39.0% | +22.8% |
| All | +76.9% | +51.0% | +25.9% | +64.7% |
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