+769.3%
VST vs RMD
-19.3%
+788.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.6% |
| 7D | +8.9% | -5.0% | +13.9% | +9.9% |
| 30D | +6.2% | +2.2% | +4.0% | +5.7% |
| 3M | -2.7% | +17.8% | -20.6% | -6.3% |
| 6M | -8.4% | -11.3% | +3.0% | -6.2% |
| YTD | -7.2% | -4.4% | -2.8% | -6.8% |
| 1Y | -20.9% | -15.7% | -5.2% | -18.5% |
| 3Y | +384.0% | +47.7% | +336.3% | +333.0% |
| All | +769.3% | -19.3% | +788.7% | +773.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling