+111.1%
VSH vs RMD
+347.3%
-236.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.3% |
| 7D | +14.3% | +2.1% | +12.3% | +13.6% |
| 30D | -7.9% | +2.1% | -9.9% | -8.8% |
| 3M | -19.9% | +6.2% | -26.1% | -22.2% |
| 6M | -30.5% | +19.4% | -49.9% | -36.7% |
| YTD | +85.7% | +0.5% | +85.1% | +80.3% |
| 1Y | +98.9% | -3.9% | +102.9% | +96.9% |
| 3Y | +32.1% | +72.5% | -40.5% | +1.5% |
| 5Y | +39.7% | -1.5% | +41.2% | +31.1% |
| All | +111.1% | +347.3% | -236.2% | +11.9% |
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