+37.6%
VRTX vs VG
+14.1%
+23.5%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.1% |
| 7D | +0.8% | +1.7% | -0.9% | +0.9% |
| 30D | +12.6% | +16.0% | -3.4% | +13.4% |
| 3M | +23.6% | +9.7% | +13.9% | +24.5% |
| 6M | +14.3% | +29.6% | -15.3% | +14.8% |
| YTD | +20.5% | +112.0% | -91.6% | +19.1% |
| 1Y | +37.6% | +12.8% | +24.8% | +37.6% |
| All | +37.6% | +14.1% | +23.5% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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