+325.3%
VWO vs RMD
+1,789.1%
-1,463.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +0.2% | -4.7% | +4.9% | +1.9% |
| 30D | +0.9% | +0.2% | +0.7% | +0.7% |
| 3M | +4.3% | +12.0% | -7.7% | -0.7% |
| 6M | +10.5% | -12.5% | +23.1% | +14.7% |
| YTD | +13.4% | -7.9% | +21.3% | +15.1% |
| 1Y | +18.6% | -20.4% | +39.0% | +26.6% |
| 3Y | +65.8% | +53.1% | +12.7% | +31.7% |
| 5Y | +35.2% | -22.1% | +57.3% | +35.9% |
| 10Y | +116.6% | +275.4% | -158.8% | -1.8% |
| All | +325.3% | +1,789.1% | -1,463.8% | -20.4% |
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