+1,474.1%
VTR vs RMD
+21,904.2%
-20,430.1%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.2% |
| 7D | -2.4% | -4.5% | +2.1% | -1.5% |
| 30D | -3.7% | +4.6% | -8.3% | -4.7% |
| 3M | +13.5% | +14.8% | -1.2% | +10.2% |
| 6M | +7.2% | -12.1% | +19.3% | +9.3% |
| YTD | +17.6% | -7.5% | +25.0% | +18.6% |
| 1Y | +35.4% | -20.1% | +55.5% | +40.2% |
| 3Y | +132.8% | +53.9% | +79.0% | +107.8% |
| 5Y | +88.7% | -22.2% | +110.9% | +90.2% |
| 10Y | +87.6% | +268.2% | -180.6% | +37.0% |
| All | +1,474.1% | +21,904.2% | -20,430.1% | +607.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling