+223.0%
VT vs RMD
+279.4%
-56.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.1% |
| 7D | +0.4% | -5.0% | +5.4% | +1.8% |
| 30D | +1.0% | +2.2% | -1.2% | +0.2% |
| 3M | +2.4% | +17.8% | -15.5% | -2.6% |
| 6M | +12.0% | -11.3% | +23.3% | +15.0% |
| YTD | +15.3% | -4.4% | +19.8% | +15.7% |
| 1Y | +22.6% | -15.7% | +38.3% | +27.2% |
| 3Y | +74.7% | +47.7% | +26.9% | +49.2% |
| 5Y | +66.1% | -19.2% | +85.4% | +67.7% |
| All | +223.0% | +279.4% | -56.4% | +121.8% |
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