+19.9%
VGT vs VRTX
+31.2%
-11.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | +0.2% |
| 7D | -6.5% | +3.7% | -10.2% | -6.6% |
| 30D | -10.6% | +9.0% | -19.6% | -10.8% |
| 3M | -3.7% | +14.7% | -18.4% | -4.3% |
| 6M | +10.4% | +27.7% | -17.4% | +7.9% |
| YTD | +23.1% | +21.1% | +1.9% | +20.9% |
| 1Y | +19.9% | +30.2% | -10.3% | +17.0% |
| All | +19.9% | +31.2% | -11.3% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling