+1,202.4%
VUG vs RMD
+2,669.2%
-1,466.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.1% |
| 7D | -1.1% | -0.8% | -0.2% | -0.8% |
| 30D | -7.0% | +1.7% | -8.7% | -7.7% |
| 3M | -3.7% | +6.4% | -10.1% | -6.0% |
| 6M | -1.6% | +20.7% | -22.3% | -8.7% |
| YTD | +5.1% | -0.2% | +5.3% | +3.5% |
| 1Y | +3.8% | -4.5% | +8.3% | +3.6% |
| 3Y | +79.9% | +70.5% | +9.3% | +42.4% |
| 5Y | +66.4% | -1.6% | +68.0% | +56.3% |
| 10Y | +405.3% | +342.7% | +62.6% | +175.1% |
| All | +1,202.4% | +2,669.2% | -1,466.8% | +277.4% |
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