+2,010.2%
VRT vs RMD
+143.5%
+1,866.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | +18.6% | +0.1% | +18.5% | +18.6% |
| 30D | -11.7% | +1.9% | -13.6% | -12.4% |
| 3M | -27.3% | +6.3% | -33.6% | -28.9% |
| 6M | -42.9% | +18.2% | -61.1% | -46.3% |
| YTD | +29.5% | +0.3% | +29.2% | +27.3% |
| 1Y | +21.0% | -4.3% | +25.3% | +20.6% |
| 3Y | +403.1% | +71.3% | +331.8% | +312.8% |
| 5Y | +688.8% | -1.8% | +690.6% | +645.0% |
| All | +2,010.2% | +143.5% | +1,866.7% | +1,778.5% |
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