+176.7%
VSH vs RMD
+37,769.3%
-37,592.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.6% |
| 7D | -1.6% | +3.1% | -4.7% | -2.5% |
| 30D | -21.3% | +1.8% | -23.1% | -21.9% |
| 3M | -18.9% | +6.7% | -25.6% | -20.9% |
| 6M | -21.4% | +13.9% | -35.3% | -25.9% |
| YTD | +86.8% | -2.0% | +88.9% | +83.5% |
| 1Y | +85.8% | -5.4% | +91.2% | +84.3% |
| 3Y | +30.1% | +67.4% | -37.2% | +9.0% |
| 5Y | +42.8% | -5.7% | +48.5% | +37.9% |
| 10Y | +121.2% | +338.4% | -217.1% | +39.0% |
| All | +176.7% | +37,769.3% | -37,592.6% | -9.9% |
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