+641.9%
VST vs RMD
-4.0%
+645.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.4% |
| 7D | +10.9% | -0.8% | +11.8% | +11.1% |
| 30D | -15.6% | +1.7% | -17.3% | -16.1% |
| 3M | -7.8% | +6.4% | -14.2% | -9.2% |
| 6M | -12.0% | +20.7% | -32.7% | -16.0% |
| YTD | -16.9% | -0.2% | -16.8% | -17.5% |
| 1Y | -25.1% | -4.5% | -20.6% | -25.0% |
| 3Y | +297.1% | +70.5% | +226.5% | +242.9% |
| 5Y | +641.9% | -1.6% | +643.5% | +621.3% |
| All | +641.9% | -4.0% | +645.9% | +621.3% |
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