+179.5%
VSH vs RMD
+269.7%
-90.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | +3.5% | -4.7% | +8.3% | +5.3% |
| 30D | -4.4% | +0.2% | -4.6% | -4.7% |
| 3M | -45.8% | +12.0% | -57.8% | -49.0% |
| 6M | +90.1% | -12.5% | +102.7% | +96.3% |
| YTD | +120.3% | -7.9% | +128.3% | +122.1% |
| 1Y | +112.2% | -20.4% | +132.6% | +127.0% |
| 3Y | +36.6% | +53.1% | -16.5% | +10.1% |
| 5Y | +67.0% | -22.1% | +89.2% | +72.4% |
| 10Y | +179.5% | +275.4% | -95.9% | +65.2% |
| All | +179.5% | +269.7% | -90.2% | +65.2% |
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