+297.8%
VTI vs RMD
+274.3%
+23.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | -0.9% | -4.4% | +3.5% | +0.4% |
| 30D | -1.4% | -3.1% | +1.7% | -0.6% |
| 3M | +3.6% | +13.8% | -10.2% | -0.8% |
| 6M | +13.6% | -8.6% | +22.2% | +15.8% |
| YTD | +12.9% | -8.6% | +21.6% | +14.8% |
| 1Y | +17.2% | -19.7% | +36.9% | +23.7% |
| 3Y | +75.7% | +48.4% | +27.3% | +47.5% |
| 5Y | +75.4% | -22.7% | +98.2% | +79.5% |
| All | +297.8% | +274.3% | +23.4% | +160.9% |
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