+493.1%
VRTX vs STT
+210.2%
+282.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | 0.0% |
| 7D | -0.4% | +0.9% | -1.3% | -0.6% |
| 30D | +8.0% | -2.3% | +10.3% | +8.5% |
| 3M | +11.0% | -7.5% | +18.5% | +12.8% |
| 6M | +28.2% | +14.9% | +13.3% | +23.7% |
| YTD | +21.5% | +34.9% | -13.4% | +12.7% |
| 1Y | +34.5% | +47.1% | -12.5% | +22.2% |
| 3Y | +49.5% | +179.6% | -130.1% | +15.3% |
| 5Y | +188.3% | +107.1% | +81.2% | +132.0% |
| 10Y | +493.1% | +199.4% | +293.7% | +317.4% |
| All | +493.1% | +210.2% | +282.9% | +317.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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