+1,546.0%
RMD price history and return analytics
+355.4%
+1,190.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +3.1% | -0.1% | +3.2% | +3.1% |
| 30D | +1.8% | -3.1% | +4.8% | +4.2% |
| 3M | +6.7% | -3.5% | +10.2% | +9.5% |
| 6M | +13.9% | +0.5% | +13.4% | +12.8% |
| YTD | -2.0% | +10.8% | -12.8% | -10.2% |
| 1Y | -5.4% | +11.9% | -17.3% | -14.0% |
| 3Y | +67.4% | +73.0% | -5.6% | +8.0% |
| 5Y | -5.7% | +58.6% | -64.3% | -34.9% |
| 10Y | +338.4% | +219.2% | +119.2% | +81.7% |
| All | +1,546.0% | +355.4% | +1,190.6% | +357.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling