+32.4%
VRTX vs RMD
-20.3%
+52.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -7.8% | -4.2% | -3.6% | -6.6% |
| 30D | -2.8% | -2.1% | -0.8% | -2.3% |
| 3M | +18.1% | +13.8% | +4.3% | +13.9% |
| 6M | +3.1% | -10.6% | +13.7% | +4.4% |
| YTD | +13.5% | -8.1% | +21.6% | +13.0% |
| 1Y | +32.4% | -18.0% | +50.4% | +35.9% |
| All | +32.4% | -20.3% | +52.7% | +35.9% |
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