-22.2%
RMD price history and return analytics
+66.2%
-88.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.8% |
| 7D | -4.5% | +1.0% | -5.5% | -5.2% |
| 30D | +4.6% | -0.2% | +4.8% | +4.8% |
| 3M | +14.8% | +4.5% | +10.2% | +10.4% |
| 6M | -12.1% | +14.1% | -26.1% | -21.9% |
| YTD | -7.5% | +14.8% | -22.2% | -18.3% |
| 1Y | -20.1% | +21.2% | -41.3% | -32.8% |
| 3Y | +53.9% | +76.6% | -22.7% | -8.7% |
| 5Y | -22.2% | +66.6% | -88.8% | -51.6% |
| All | -22.2% | +66.2% | -88.4% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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