+3.5%
VRT vs RMD
-5.4%
+8.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.3% |
| 7D | -17.7% | +3.1% | -20.8% | -16.8% |
| 30D | -20.0% | +1.8% | -21.8% | -18.8% |
| 3M | -28.1% | +6.7% | -34.8% | -26.1% |
| 6M | -42.8% | +13.9% | -56.7% | -39.1% |
| YTD | +20.0% | -2.0% | +22.0% | +30.5% |
| 1Y | +3.5% | -5.4% | +8.9% | +13.1% |
| All | +3.5% | -5.4% | +8.9% | +13.1% |
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