+12.9%
VXUS vs RMD
-4.4%
+17.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -0.9% | +0.8% |
| 7D | -0.5% | -0.8% | +0.3% | -0.5% |
| 30D | -1.2% | +1.7% | -2.9% | -1.4% |
| 3M | -3.8% | +6.4% | -10.2% | -4.4% |
| 6M | -1.7% | +20.7% | -22.4% | -3.7% |
| YTD | +11.4% | -0.2% | +11.6% | +13.2% |
| All | +12.9% | -4.4% | +17.3% | +15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling