+88.0%
VTR vs RMD
-22.6%
+110.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -2.9% | -4.7% | +1.8% | -2.0% |
| 30D | -2.8% | +0.2% | -3.0% | -2.9% |
| 3M | +9.0% | +12.0% | -3.0% | +6.2% |
| 6M | +5.0% | -12.5% | +17.5% | +7.2% |
| YTD | +16.9% | -7.9% | +24.9% | +18.0% |
| 1Y | +34.3% | -20.4% | +54.7% | +39.4% |
| 3Y | +131.6% | +53.1% | +78.5% | +98.2% |
| All | +88.0% | -22.6% | +110.6% | +74.5% |
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