+74.2%
VTI vs RMD
+50.8%
+23.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -2.0% | -4.2% | +2.2% | -1.4% |
| 30D | -1.9% | -2.1% | +0.1% | -1.7% |
| 3M | +4.5% | +13.8% | -9.2% | +2.0% |
| 6M | +12.6% | -10.6% | +23.2% | +14.6% |
| YTD | +12.0% | -8.1% | +20.1% | +13.2% |
| 1Y | +17.3% | -18.0% | +35.3% | +21.0% |
| All | +74.2% | +50.8% | +23.5% | +61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling