+62.5%
VWO vs RMD
+49.9%
+12.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.7% |
| 7D | -1.8% | -4.4% | +2.6% | -1.3% |
| 30D | -0.1% | -3.1% | +3.0% | +0.2% |
| 3M | +2.2% | +13.8% | -11.5% | +0.5% |
| 6M | +8.8% | -8.6% | +17.3% | +9.9% |
| YTD | +12.4% | -8.6% | +21.0% | +13.4% |
| 1Y | +15.6% | -19.7% | +35.3% | +18.4% |
| 3Y | +62.5% | +48.4% | +14.1% | +53.3% |
| All | +62.5% | +49.9% | +12.7% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling