+456.3%
VRTX vs RMD
+269.7%
+186.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | -6.4% | -4.7% | -1.7% | -5.0% |
| 30D | -0.5% | +0.2% | -0.8% | -0.6% |
| 3M | +16.9% | +12.0% | +4.9% | +12.7% |
| 6M | +13.1% | -12.5% | +25.6% | +17.0% |
| YTD | +14.9% | -7.9% | +22.9% | +16.9% |
| 1Y | +31.4% | -20.4% | +51.8% | +39.5% |
| 3Y | +51.9% | +53.1% | -1.2% | +25.9% |
| 5Y | +177.1% | -22.1% | +199.2% | +185.2% |
| 10Y | +456.3% | +275.4% | +180.9% | +194.0% |
| All | +456.3% | +269.7% | +186.6% | +194.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling