+1,002.6%
VST vs RMD
+309.9%
+692.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.7% | +12.2% | +10.9% |
| 7D | -9.8% | +2.3% | -12.1% | -10.5% |
| 30D | -25.1% | +4.1% | -29.3% | -26.1% |
| 3M | -11.6% | +5.7% | -17.3% | -13.1% |
| 6M | -20.9% | +12.9% | -33.8% | -23.9% |
| YTD | -22.3% | -1.5% | -20.8% | -23.0% |
| 1Y | -32.0% | -4.8% | -27.3% | -32.2% |
| 3Y | +262.4% | +57.5% | +204.9% | +215.4% |
| 5Y | +563.4% | -5.5% | +568.9% | +539.5% |
| 10Y | +1,120.7% | +357.8% | +762.9% | +714.5% |
| All | +1,002.6% | +309.9% | +692.6% | +653.6% |
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