+53.4%
VT vs RMD
-4.5%
+57.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.0% |
| 7D | -4.2% | -5.3% | +1.2% | -3.2% |
| 30D | -5.8% | +8.4% | -14.2% | -7.6% |
| 3M | -5.2% | +7.1% | -12.4% | -6.9% |
| 6M | +0.1% | +15.8% | -15.7% | -3.7% |
| YTD | +8.2% | +0.2% | +8.1% | +7.4% |
| 1Y | +10.1% | -1.4% | +11.5% | +9.6% |
| 3Y | +69.7% | +61.3% | +8.4% | +44.7% |
| 5Y | +53.4% | -3.9% | +57.3% | +49.2% |
| All | +53.4% | -4.5% | +57.9% | +49.2% |
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