+474.5%
VRTX vs RMD
+340.4%
+134.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +3.2% | +3.1% | +0.1% | +2.3% |
| 30D | +7.4% | +1.8% | +5.6% | +6.5% |
| 3M | +4.6% | +6.7% | -2.1% | +2.2% |
| 6M | +27.5% | +13.9% | +13.6% | +21.7% |
| YTD | +20.9% | -2.0% | +22.9% | +20.2% |
| 1Y | +30.1% | -5.4% | +35.5% | +30.7% |
| 3Y | +46.6% | +67.4% | -20.7% | +18.4% |
| 5Y | +191.6% | -5.7% | +197.3% | +179.3% |
| 10Y | +474.5% | +338.4% | +136.2% | +200.8% |
| All | +474.5% | +340.4% | +134.2% | +200.8% |
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