+1,917.9%
VRT vs VRTX
+215.5%
+1,702.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.7% | +8.9% | +9.5% |
| 7D | -10.6% | -0.4% | -10.2% | -10.6% |
| 30D | -17.4% | +8.0% | -25.4% | -18.9% |
| 3M | -26.4% | +11.0% | -37.4% | -28.4% |
| 6M | -41.0% | +28.2% | -69.2% | -44.7% |
| YTD | +23.8% | +21.5% | +2.3% | +17.3% |
| 1Y | +11.6% | +34.5% | -22.9% | +3.1% |
| 3Y | +403.5% | +49.5% | +354.0% | +340.5% |
| 5Y | +647.0% | +188.3% | +458.8% | +459.4% |
| All | +1,917.9% | +215.5% | +1,702.4% | +1,395.9% |
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