+82.6%
VOO vs RMD
-22.7%
+105.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -2.0% | -4.2% | +2.2% | -1.0% |
| 30D | -1.7% | -2.1% | +0.4% | -1.3% |
| 3M | +4.7% | +13.8% | -9.0% | +1.2% |
| 6M | +12.6% | -10.6% | +23.2% | +15.1% |
| YTD | +11.8% | -8.1% | +19.9% | +13.2% |
| 1Y | +17.5% | -18.0% | +35.5% | +22.3% |
| 3Y | +77.0% | +52.9% | +24.1% | +50.9% |
| 5Y | +82.6% | -22.3% | +104.8% | +83.5% |
| All | +82.6% | -22.7% | +105.3% | +83.5% |
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 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