+800.0%
VGT vs VRTX
+451.8%
+348.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -0.2% | -5.6% | +5.5% | +1.5% |
| 30D | -0.4% | -2.0% | +1.5% | 0.0% |
| 3M | +4.4% | +15.8% | -11.4% | -0.5% |
| 6M | +32.1% | +4.7% | +27.4% | +29.4% |
| YTD | +28.8% | +13.7% | +15.1% | +22.6% |
| 1Y | +35.3% | +29.7% | +5.6% | +23.4% |
| 3Y | +124.8% | +48.4% | +76.3% | +89.6% |
| 5Y | +137.9% | +173.3% | -35.4% | +61.4% |
| All | +800.0% | +451.8% | +348.1% | +477.0% |
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 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