+228.7%
VTV vs RMD
+274.3%
-45.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -1.1% | -4.4% | +3.3% | 0.0% |
| 30D | -1.0% | -3.1% | +2.1% | -0.3% |
| 3M | +4.6% | +13.8% | -9.1% | +0.8% |
| 6M | +13.5% | -8.6% | +22.1% | +15.4% |
| YTD | +18.5% | -8.6% | +27.1% | +20.2% |
| 1Y | +22.9% | -19.7% | +42.6% | +28.8% |
| 3Y | +67.8% | +48.4% | +19.5% | +44.3% |
| 5Y | +81.8% | -22.7% | +104.6% | +85.7% |
| All | +228.7% | +274.3% | -45.6% | +124.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling