+1,278.6%
VRTX vs VCLT
+99.5%
+1,179.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.7% |
| 7D | 0.0% | -1.9% | +1.9% | +0.3% |
| 30D | +11.8% | +1.4% | +10.4% | +11.7% |
| 3M | +3.2% | -1.8% | +5.0% | +3.4% |
| 6M | +21.0% | -3.9% | +24.9% | +21.6% |
| YTD | +19.7% | -3.9% | +23.6% | +20.3% |
| 1Y | +25.0% | -4.7% | +29.7% | +25.7% |
| 3Y | +45.2% | +14.1% | +31.1% | +44.5% |
| 5Y | +189.7% | -16.6% | +206.3% | +186.0% |
| 10Y | +489.8% | +21.4% | +468.4% | +528.6% |
| All | +1,278.6% | +99.5% | +1,179.1% | +1,842.5% |
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