+184.1%
VRTX vs MSCI
-6.7%
+190.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +12.6% | +0.6% | +12.1% | +12.4% |
| 3M | +23.6% | -7.1% | +30.7% | +25.2% |
| 6M | +14.3% | +0.8% | +13.4% | +13.4% |
| YTD | +20.5% | +1.0% | +19.5% | +19.2% |
| 1Y | +37.6% | +4.3% | +33.3% | +34.7% |
| 3Y | +55.5% | +9.9% | +45.6% | +48.8% |
| All | +184.1% | -6.7% | +190.9% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 5y: compounded portfolio wealth divided by compounded MSCI 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…
5y analysis · Full analysis span regression · 6 months rolling