+1,739.5%
VRTX vs VEU
+174.2%
+1,565.3%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.7% | -0.7% |
| 7D | -1.6% | +2.1% | -3.6% | -3.0% |
| 30D | +8.0% | -0.9% | +9.0% | +8.6% |
| 3M | +4.3% | -5.4% | +9.7% | +8.1% |
| 6M | +18.9% | -1.8% | +20.7% | +19.5% |
| YTD | +18.8% | +10.9% | +7.9% | +9.2% |
| 1Y | +24.0% | +13.6% | +10.4% | +12.1% |
| 3Y | +42.1% | +69.3% | -27.1% | -4.4% |
| 5Y | +187.6% | +48.1% | +139.5% | +110.2% |
| 10Y | +485.4% | +148.0% | +337.5% | +191.4% |
| All | +1,739.5% | +174.2% | +1,565.3% | +692.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling