+165.8%
VXUS vs RMD
+810.6%
-644.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | +0.5% | +3.1% | -2.6% | -0.3% |
| 30D | -2.5% | +1.8% | -4.3% | -3.2% |
| 3M | -4.6% | +6.7% | -11.3% | -6.6% |
| 6M | -2.6% | +13.9% | -16.5% | -6.9% |
| YTD | +10.4% | -2.0% | +12.4% | +9.7% |
| 1Y | +12.9% | -5.4% | +18.3% | +13.2% |
| 3Y | +68.4% | +67.4% | +1.0% | +39.1% |
| 5Y | +47.7% | -5.7% | +53.4% | +41.2% |
| 10Y | +142.2% | +338.4% | -196.1% | +33.9% |
| All | +165.8% | +810.6% | -644.8% | -5.8% |
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