+33.8%
VRTX vs VFC
-11.5%
+45.3%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -3.0% |
| 7D | -3.4% | +0.8% | -4.3% | -3.5% |
| 30D | +6.6% | -11.9% | +18.6% | +8.0% |
| 3M | +19.4% | -20.2% | +39.6% | +21.6% |
| 6M | +15.8% | -23.0% | +38.8% | +18.0% |
| YTD | +16.7% | -26.2% | +42.9% | +19.2% |
| 1Y | +33.8% | -13.3% | +47.1% | +35.1% |
| All | +33.8% | -11.5% | +45.3% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling