+1,250.4%
VUG vs RMD
+2,551.0%
-1,300.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.1% | -5.0% | +4.9% | +1.6% |
| 30D | -0.3% | +2.2% | -2.5% | -1.2% |
| 3M | -0.7% | +17.8% | -18.5% | -6.6% |
| 6M | +14.6% | -11.3% | +26.0% | +18.1% |
| YTD | +9.0% | -4.4% | +13.4% | +9.3% |
| 1Y | +14.9% | -15.7% | +30.6% | +19.8% |
| 3Y | +86.0% | +47.7% | +38.3% | +54.6% |
| 5Y | +76.7% | -19.2% | +95.9% | +77.9% |
| 10Y | +411.3% | +280.4% | +130.9% | +193.3% |
| All | +1,250.4% | +2,551.0% | -1,300.6% | +298.3% |
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