+23.4%
VRTX vs VG
-44.1%
+67.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.7% | -5.5% | -0.7% |
| 7D | 0.0% | +15.1% | -15.1% | +0.2% |
| 30D | +11.8% | -4.2% | +16.0% | +11.9% |
| 3M | +3.2% | -3.1% | +6.3% | +3.3% |
| 6M | +21.0% | +0.3% | +20.7% | +21.2% |
| YTD | +19.7% | +95.5% | -75.8% | +16.9% |
| 1Y | +25.0% | +64.4% | -39.5% | +22.7% |
| All | +23.4% | -44.1% | +67.5% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling