+183.8%
VXUS vs RMD
+788.2%
-604.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +1.0% | -5.0% | +6.0% | +2.4% |
| 30D | +2.2% | +2.2% | 0.0% | +1.4% |
| 3M | +3.0% | +17.8% | -14.9% | -2.0% |
| 6M | +10.7% | -11.3% | +22.0% | +13.5% |
| YTD | +17.8% | -4.4% | +22.3% | +18.2% |
| 1Y | +27.6% | -15.7% | +43.3% | +32.2% |
| 3Y | +73.3% | +47.7% | +25.6% | +48.4% |
| 5Y | +54.3% | -19.2% | +73.5% | +54.9% |
| 10Y | +149.8% | +280.4% | -130.6% | +45.0% |
| All | +183.8% | +788.2% | -604.4% | +1.5% |
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