+176.4%
VRTX vs VCLT
-15.1%
+191.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.1% | -3.1% |
| 7D | -3.4% | +0.3% | -3.7% | -3.5% |
| 30D | +6.6% | -0.6% | +7.2% | +6.8% |
| 3M | +19.4% | -2.2% | +21.6% | +20.4% |
| 6M | +15.8% | -2.9% | +18.7% | +17.0% |
| YTD | +16.7% | -2.1% | +18.7% | +17.6% |
| 1Y | +33.8% | -2.6% | +36.4% | +35.1% |
| 3Y | +54.2% | +12.5% | +41.7% | +49.5% |
| 5Y | +176.4% | -15.3% | +191.7% | +161.6% |
| All | +176.4% | -15.1% | +191.5% | +161.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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