+42.7%
VXUS vs RMD
-5.3%
+48.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.4% |
| 7D | -1.8% | +2.3% | -4.1% | -2.2% |
| 30D | -4.6% | +4.1% | -8.7% | -5.4% |
| 3M | -6.1% | +5.7% | -11.8% | -7.3% |
| 6M | -4.9% | +12.9% | -17.8% | -7.5% |
| YTD | +8.1% | -1.5% | +9.6% | +7.7% |
| 1Y | +12.1% | -4.8% | +16.8% | +12.4% |
| 3Y | +63.9% | +57.5% | +6.4% | +44.3% |
| All | +42.7% | -5.3% | +48.0% | +39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling