+158.3%
VEA vs VRTX
+450.9%
-292.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -1.0% |
| 7D | -2.1% | -7.8% | +5.7% | -0.6% |
| 30D | -1.1% | -2.8% | +1.8% | -0.6% |
| 3M | +5.1% | +18.1% | -13.0% | +1.6% |
| 6M | +9.8% | +3.1% | +6.7% | +8.8% |
| YTD | +15.9% | +13.5% | +2.4% | +12.6% |
| 1Y | +24.6% | +32.4% | -7.9% | +17.3% |
| 3Y | +75.5% | +50.0% | +25.5% | +58.0% |
| 5Y | +59.4% | +172.9% | -113.5% | +25.6% |
| All | +158.3% | +450.9% | -292.6% | +98.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling