+135.2%
VGT vs VRTX
+175.1%
-39.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | +0.2% |
| 7D | +1.5% | -6.4% | +7.9% | +2.9% |
| 30D | +0.5% | -0.5% | +1.1% | +0.5% |
| 3M | +5.3% | +16.9% | -11.6% | +1.1% |
| 6M | +32.4% | +13.1% | +19.4% | +27.9% |
| YTD | +28.6% | +14.9% | +13.6% | +23.4% |
| 1Y | +37.6% | +31.4% | +6.2% | +27.3% |
| 3Y | +125.5% | +51.9% | +73.6% | +91.1% |
| 5Y | +135.2% | +177.1% | -41.9% | +66.4% |
| All | +135.2% | +175.1% | -39.9% | +66.4% |
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