-5.9%
RMD price history and return analytics
+57.4%
-63.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -1.9% |
| 7D | +1.2% | +0.4% | +0.8% | +0.8% |
| 30D | +2.5% | -2.6% | +5.1% | +4.6% |
| 3M | +11.5% | -3.2% | +14.8% | +14.4% |
| 6M | +14.7% | +0.9% | +13.7% | +13.0% |
| YTD | -1.3% | +11.3% | -12.6% | -10.9% |
| 1Y | -5.3% | +14.0% | -19.3% | -16.3% |
| 3Y | +68.8% | +75.8% | -7.1% | -0.5% |
| 5Y | -5.9% | +57.8% | -63.7% | -37.9% |
| All | -5.9% | +57.4% | -63.2% | -37.9% |
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