+262.4%
VST vs RMD
+57.4%
+205.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.7% | +12.2% | +10.7% |
| 7D | -9.8% | +2.3% | -12.1% | -10.1% |
| 30D | -25.1% | +4.1% | -29.3% | -25.7% |
| 3M | -11.6% | +5.7% | -17.3% | -12.6% |
| 6M | -20.9% | +12.9% | -33.8% | -22.8% |
| YTD | -22.3% | -1.5% | -20.8% | -22.3% |
| 1Y | -32.0% | -4.8% | -27.3% | -31.6% |
| 3Y | +262.4% | +57.5% | +204.9% | +241.5% |
| All | +262.4% | +57.4% | +205.0% | +241.5% |
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