+1,855.0%
VRT vs RMD
+138.0%
+1,717.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.9% |
| 7D | -17.7% | +3.1% | -20.8% | -18.5% |
| 30D | -20.0% | +1.8% | -21.8% | -20.7% |
| 3M | -28.1% | +6.7% | -34.8% | -29.8% |
| 6M | -42.8% | +13.9% | -56.7% | -45.9% |
| YTD | +20.0% | -2.0% | +22.0% | +18.6% |
| 1Y | +3.5% | -5.4% | +8.9% | +3.4% |
| 3Y | +366.1% | +67.4% | +298.7% | +284.5% |
| 5Y | +632.2% | -5.7% | +637.9% | +597.3% |
| All | +1,855.0% | +138.0% | +1,717.0% | +1,649.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling