+905.2%
VRT vs RMD
-19.3%
+924.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.7% | +4.5% |
| 7D | +9.1% | -5.0% | +14.1% | +11.0% |
| 30D | +0.9% | +2.2% | -1.3% | -0.1% |
| 3M | -13.4% | +17.8% | -31.2% | -19.7% |
| 6M | +11.7% | -11.3% | +23.0% | +16.3% |
| YTD | +73.2% | -4.4% | +77.7% | +73.8% |
| 1Y | +123.4% | -15.7% | +139.1% | +135.7% |
| 3Y | +606.2% | +47.7% | +558.4% | +445.3% |
| All | +905.2% | -19.3% | +924.6% | +828.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling