+310.7%
VOO vs VRTX
+483.3%
-172.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.2% |
| 7D | +2.6% | -1.6% | +4.1% | +3.0% |
| 30D | -2.0% | +8.0% | -10.0% | -3.9% |
| 3M | -2.8% | +4.3% | -7.1% | -4.0% |
| 6M | +2.2% | +18.9% | -16.7% | -2.5% |
| YTD | +11.5% | +18.8% | -7.3% | +5.9% |
| 1Y | +13.5% | +24.0% | -10.5% | +6.5% |
| 3Y | +78.1% | +42.1% | +35.9% | +57.1% |
| 5Y | +73.1% | +187.6% | -114.4% | +24.6% |
| All | +310.7% | +483.3% | -172.7% | +181.0% |
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