+317.6%
VOO vs VRTX
+451.8%
-134.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -0.8% | -5.6% | +4.8% | +0.6% |
| 30D | -1.1% | -2.0% | +0.9% | -0.7% |
| 3M | +3.9% | +15.8% | -11.9% | 0.0% |
| 6M | +13.6% | +4.7% | +8.9% | +11.9% |
| YTD | +12.7% | +13.7% | -1.0% | +8.5% |
| 1Y | +17.6% | +29.7% | -12.1% | +9.3% |
| 3Y | +77.3% | +48.4% | +28.9% | +55.0% |
| 5Y | +84.1% | +173.3% | -89.2% | +35.5% |
| All | +317.6% | +451.8% | -134.2% | +192.7% |
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