+150.1%
VXUS vs RMD
+269.7%
-119.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +0.3% | -4.7% | +5.0% | +1.4% |
| 30D | +0.7% | +0.2% | +0.4% | +0.5% |
| 3M | +4.8% | +12.0% | -7.3% | +1.6% |
| 6M | +11.3% | -12.5% | +23.9% | +14.2% |
| YTD | +16.5% | -7.9% | +24.4% | +17.9% |
| 1Y | +24.3% | -20.4% | +44.7% | +30.0% |
| 3Y | +74.5% | +53.1% | +21.4% | +50.7% |
| 5Y | +54.3% | -22.1% | +76.5% | +56.8% |
| 10Y | +150.1% | +275.4% | -125.3% | +77.1% |
| All | +150.1% | +269.7% | -119.6% | +77.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling