+420.5%
VUG vs RMD
+269.7%
+150.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +0.1% | -4.7% | +4.8% | +1.6% |
| 30D | -1.7% | +0.2% | -1.9% | -1.9% |
| 3M | +2.8% | +12.0% | -9.2% | -1.6% |
| 6M | +13.6% | -12.5% | +26.1% | +17.7% |
| YTD | +8.1% | -7.9% | +16.0% | +9.7% |
| 1Y | +13.1% | -20.4% | +33.5% | +20.3% |
| 3Y | +87.0% | +53.1% | +33.8% | +51.3% |
| 5Y | +76.0% | -22.1% | +98.1% | +80.2% |
| 10Y | +420.5% | +275.4% | +145.1% | +229.0% |
| All | +420.5% | +269.7% | +150.8% | +229.0% |
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