+213.7%
VT vs RMD
+350.6%
-137.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.7% |
| 7D | -2.3% | +2.3% | -4.6% | -2.9% |
| 30D | -5.0% | +4.1% | -9.1% | -6.2% |
| 3M | -4.9% | +5.7% | -10.6% | -6.7% |
| 6M | -1.5% | +12.9% | -14.4% | -5.6% |
| YTD | +8.5% | -1.5% | +10.0% | +7.7% |
| 1Y | +11.4% | -4.8% | +16.1% | +11.5% |
| 3Y | +70.1% | +57.5% | +12.6% | +42.7% |
| 5Y | +53.7% | -5.5% | +59.2% | +47.7% |
| All | +213.7% | +350.6% | -137.0% | +106.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling