+2,826.7%
VRT vs RMD
+124.7%
+2,702.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.2% | +6.9% | +4.5% |
| 7D | +13.6% | -4.5% | +18.1% | +14.9% |
| 30D | +6.8% | +4.6% | +2.2% | +5.2% |
| 3M | -3.2% | +14.8% | -18.0% | -7.8% |
| 6M | +20.3% | -12.1% | +32.4% | +23.6% |
| YTD | +79.6% | -7.5% | +87.1% | +81.2% |
| 1Y | +139.0% | -20.1% | +159.1% | +151.4% |
| 3Y | +644.6% | +53.9% | +590.7% | +529.6% |
| 5Y | +1,024.4% | -22.2% | +1,046.6% | +1,016.5% |
| All | +2,826.7% | +124.7% | +2,702.0% | +2,573.5% |
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 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