-28.5%
VST vs RMD
-4.7%
-23.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | -0.5% | +1.2% | -1.7% | +0.1% |
| 30D | -17.1% | +2.5% | -19.5% | -16.4% |
| 3M | -4.6% | +11.5% | -16.1% | -3.3% |
| 6M | -9.1% | +14.7% | -23.7% | -7.0% |
| YTD | -16.6% | -1.3% | -15.3% | -13.9% |
| All | -28.5% | -4.7% | -23.8% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling