+35.6%
VSH vs RMD
+52.4%
-16.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.3% |
| 7D | +6.2% | -4.5% | +10.7% | +7.4% |
| 30D | -11.1% | +4.6% | -15.7% | -12.3% |
| 3M | -44.9% | +14.8% | -59.7% | -47.9% |
| 6M | +90.0% | -12.1% | +102.0% | +98.7% |
| YTD | +118.8% | -7.5% | +126.3% | +123.1% |
| 1Y | +109.0% | -20.1% | +129.0% | +126.7% |
| 3Y | +35.6% | +53.9% | -18.2% | +20.5% |
| All | +35.6% | +52.4% | -16.7% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling