+227.4%
VSH vs RMD
+36,837.6%
-36,610.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.5% |
| 7D | +4.1% | -5.0% | +9.0% | +5.5% |
| 30D | -4.2% | +2.2% | -6.4% | -5.1% |
| 3M | -50.0% | +17.8% | -67.8% | -52.9% |
| 6M | +80.2% | -11.3% | +91.5% | +83.2% |
| YTD | +121.1% | -4.4% | +125.5% | +119.7% |
| 1Y | +112.0% | -15.7% | +127.7% | +118.3% |
| 3Y | +22.5% | +47.7% | -25.2% | +6.5% |
| 5Y | +64.0% | -19.2% | +83.3% | +65.8% |
| 10Y | +170.4% | +280.4% | -110.0% | +76.9% |
| All | +227.4% | +36,837.6% | -36,610.2% | +7.9% |
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 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