+172.5%
VEA vs VRTX
+1,507.1%
-1,334.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.7% | +0.1% |
| 7D | +1.9% | -3.4% | +5.3% | +2.4% |
| 30D | +0.8% | +6.6% | -5.8% | -0.4% |
| 3M | +5.7% | +19.4% | -13.7% | +2.4% |
| 6M | +13.3% | +15.8% | -2.5% | +10.2% |
| YTD | +18.4% | +16.7% | +1.7% | +14.8% |
| 1Y | +27.0% | +33.8% | -6.9% | +20.1% |
| 3Y | +79.3% | +54.2% | +25.1% | +63.1% |
| 5Y | +62.1% | +176.4% | -114.2% | +32.3% |
| 10Y | +160.3% | +443.5% | -283.3% | +84.3% |
| All | +172.5% | +1,507.1% | -1,334.6% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VRTX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling