+46.4%
VTRS vs RMD
-23.0%
+69.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -2.2% | -4.4% | +2.2% | -1.3% |
| 30D | +3.3% | -3.1% | +6.5% | +3.9% |
| 3M | +2.0% | +13.8% | -11.8% | -1.0% |
| 6M | +19.9% | -8.6% | +28.5% | +21.6% |
| YTD | +35.7% | -8.6% | +44.4% | +37.3% |
| 1Y | +68.1% | -19.7% | +87.8% | +74.5% |
| 3Y | +87.1% | +48.4% | +38.7% | +69.6% |
| All | +46.4% | -23.0% | +69.4% | +37.4% |
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 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