+470.4%
VRTX vs VEU
+149.9%
+320.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.7% | -0.7% |
| 7D | -1.6% | +2.1% | -3.6% | -2.9% |
| 30D | +8.0% | -0.9% | +9.0% | +8.6% |
| 3M | +4.3% | -5.4% | +9.7% | +8.0% |
| 6M | +18.9% | -1.8% | +20.7% | +19.5% |
| YTD | +18.8% | +10.9% | +7.9% | +9.3% |
| 1Y | +24.0% | +13.6% | +10.4% | +12.2% |
| 3Y | +42.1% | +69.3% | -27.1% | -4.3% |
| 5Y | +187.6% | +48.1% | +139.5% | +113.0% |
| All | +470.4% | +149.9% | +320.6% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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