+13.8%
VRT vs RMD
-1.9%
+15.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.9% | -18.8% | -11.2% |
| 7D | -15.4% | -3.9% | -11.5% | -15.3% |
| 30D | -19.0% | +7.9% | -26.9% | -16.3% |
| 3M | -23.8% | +8.1% | -31.9% | -21.2% |
| 6M | -37.9% | +15.5% | -53.4% | -32.8% |
| YTD | +27.0% | +0.7% | +26.3% | +40.0% |
| 1Y | +13.8% | -1.4% | +15.2% | +27.9% |
| All | +13.8% | -1.9% | +15.7% | +27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling