+60.9%
VEA vs VRTX
+175.1%
-114.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | +0.3% | -6.4% | +6.7% | +1.4% |
| 30D | +0.4% | -0.5% | +1.0% | +0.5% |
| 3M | +4.8% | +16.9% | -12.1% | +1.9% |
| 6M | +11.3% | +13.1% | -1.8% | +8.6% |
| YTD | +17.4% | +14.9% | +2.4% | +14.1% |
| 1Y | +26.2% | +31.4% | -5.2% | +19.8% |
| 3Y | +77.7% | +51.9% | +25.8% | +60.0% |
| 5Y | +60.9% | +177.1% | -116.1% | +29.2% |
| All | +60.9% | +175.1% | -114.2% | +29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling