+130.8%
VTR vs RMD
+50.8%
+80.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -1.8% | -4.2% | +2.4% | -1.3% |
| 30D | +4.0% | -2.1% | +6.1% | +4.2% |
| 3M | +7.8% | +13.8% | -5.9% | +6.0% |
| 6M | +6.4% | -10.6% | +17.0% | +7.2% |
| YTD | +18.3% | -8.1% | +26.4% | +18.7% |
| 1Y | +33.9% | -18.0% | +51.9% | +36.1% |
| All | +130.8% | +50.8% | +80.1% | +109.4% |
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