+312.1%
VRTX vs TRU
+228.6%
+83.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.4% | -2.4% |
| 7D | -3.4% | -7.2% | +3.8% | -1.6% |
| 30D | +6.6% | -2.8% | +9.4% | +7.3% |
| 3M | +19.4% | +13.0% | +6.4% | +15.3% |
| 6M | +15.8% | +0.7% | +15.1% | +14.6% |
| YTD | +16.7% | -9.0% | +25.7% | +17.7% |
| 1Y | +33.8% | -16.3% | +50.1% | +37.4% |
| 3Y | +54.2% | -1.1% | +55.2% | +44.6% |
| 5Y | +176.4% | -36.0% | +212.4% | +195.8% |
| 10Y | +443.5% | +139.9% | +303.6% | +212.0% |
| All | +312.1% | +228.6% | +83.5% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling