+187.1%
VSH vs RMD
+38,542.6%
-38,355.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.7% |
| 7D | +26.2% | -0.2% | +26.4% | +26.3% |
| 30D | -12.5% | +1.6% | -14.1% | -13.1% |
| 3M | -16.9% | +6.0% | -22.9% | -18.7% |
| 6M | -17.0% | +17.9% | -34.9% | -22.3% |
| YTD | +93.8% | 0.0% | +93.8% | +89.4% |
| 1Y | +99.3% | -4.5% | +103.9% | +97.3% |
| 3Y | +35.0% | +70.8% | -35.8% | +12.5% |
| 5Y | +45.8% | -2.0% | +47.9% | +39.4% |
| 10Y | +127.1% | +343.4% | -216.2% | +42.3% |
| All | +187.1% | +38,542.6% | -38,355.5% | -7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling