+2,826.7%
VRT vs VRTX
+202.9%
+2,623.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.2% | +6.8% | +4.3% |
| 7D | +13.6% | -3.4% | +17.0% | +14.4% |
| 30D | +6.8% | +6.6% | +0.1% | +5.0% |
| 3M | -3.2% | +19.4% | -22.6% | -7.5% |
| 6M | +20.3% | +15.8% | +4.5% | +15.6% |
| YTD | +79.6% | +16.7% | +62.9% | +71.9% |
| 1Y | +139.0% | +33.8% | +105.2% | +121.0% |
| 3Y | +644.6% | +54.2% | +590.4% | +545.6% |
| 5Y | +1,024.4% | +176.4% | +848.0% | +751.2% |
| All | +2,826.7% | +202.9% | +2,623.8% | +2,093.3% |
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