+1,287.5%
VRTX vs VCLT
+103.4%
+1,184.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +0.8% | -0.5% | +1.3% | +0.9% |
| 30D | +12.6% | -0.9% | +13.5% | +12.7% |
| 3M | +23.6% | -3.2% | +26.9% | +24.1% |
| 6M | +14.3% | -3.8% | +18.1% | +14.8% |
| YTD | +20.5% | -2.0% | +22.5% | +20.7% |
| 1Y | +37.6% | -0.8% | +38.4% | +37.8% |
| 3Y | +55.5% | +12.3% | +43.3% | +54.5% |
| 5Y | +175.7% | -15.4% | +191.2% | +171.5% |
| 10Y | +474.2% | +15.7% | +458.5% | +496.3% |
| All | +1,287.5% | +103.4% | +1,184.1% | +1,850.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling