+2,665.2%
VRTX vs IEF
+129.4%
+2,535.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.8% | -0.3% | +1.1% | +0.6% |
| 30D | +12.6% | -0.8% | +13.4% | +11.9% |
| 3M | +23.6% | -1.0% | +24.6% | +22.6% |
| 6M | +14.3% | -2.8% | +17.0% | +11.6% |
| YTD | +20.5% | -1.5% | +22.0% | +18.8% |
| 1Y | +37.6% | -0.4% | +38.0% | +36.9% |
| 3Y | +55.5% | +9.7% | +45.9% | +67.2% |
| 5Y | +175.7% | -8.3% | +184.1% | +141.6% |
| 10Y | +474.2% | +4.6% | +469.6% | +497.0% |
| All | +2,665.2% | +129.4% | +2,535.8% | +11,016.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 all: compounded portfolio wealth divided by compounded IEF 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…
all analysis · Full analysis span regression · 6 months rolling