+718.4%
VTV vs RMD
+2,466.3%
-1,747.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | +0.1% |
| 7D | +0.3% | -4.5% | +4.8% | +1.6% |
| 30D | +0.1% | +4.6% | -4.5% | -1.3% |
| 3M | +6.2% | +14.8% | -8.6% | +1.4% |
| 6M | +13.5% | -12.1% | +25.6% | +16.9% |
| YTD | +18.9% | -7.5% | +26.3% | +20.3% |
| 1Y | +25.8% | -20.1% | +45.9% | +32.9% |
| 3Y | +68.7% | +53.9% | +14.9% | +40.6% |
| 5Y | +80.3% | -22.2% | +102.5% | +82.3% |
| 10Y | +226.3% | +268.2% | -41.9% | +87.6% |
| All | +718.4% | +2,466.3% | -1,747.9% | +138.6% |
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