+37.6%
VRTX vs RMD
-14.6%
+52.2%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.8% | -2.0% |
| 7D | +0.8% | -5.0% | +5.8% | +2.3% |
| 30D | +12.6% | +2.2% | +10.4% | +11.6% |
| 3M | +23.6% | +17.8% | +5.8% | +17.9% |
| 6M | +14.3% | -11.3% | +25.6% | +15.7% |
| YTD | +20.5% | -4.4% | +24.9% | +18.6% |
| 1Y | +37.6% | -15.7% | +53.3% | +39.9% |
| All | +37.6% | -14.6% | +52.2% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling