+170.0%
VTRS vs RMD
+35,419.0%
-35,249.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | -3.3% | -4.2% | +0.9% | -2.6% |
| 30D | +1.4% | -2.1% | +3.4% | +1.7% |
| 3M | +4.6% | +13.8% | -9.1% | +2.2% |
| 6M | +18.1% | -10.6% | +28.7% | +19.9% |
| YTD | +34.7% | -8.1% | +42.8% | +36.0% |
| 1Y | +65.6% | -18.0% | +83.6% | +70.4% |
| 3Y | +83.8% | +52.9% | +30.9% | +68.0% |
| 5Y | +46.5% | -22.3% | +68.7% | +47.9% |
| 10Y | -48.6% | +274.8% | -323.4% | -60.6% |
| All | +170.0% | +35,419.0% | -35,249.0% | +46.1% |
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