+24.4%
VRTX vs VG
-51.4%
+75.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | -2.1% | -22.0% | +19.9% | -2.4% |
| 30D | +8.2% | -11.6% | +19.8% | +8.1% |
| 3M | +13.0% | -14.9% | +27.9% | +12.8% |
| 6M | +27.9% | -3.5% | +31.5% | +27.7% |
| YTD | +20.7% | +70.0% | -49.3% | +17.7% |
| 1Y | +31.4% | +50.0% | -18.6% | +28.5% |
| All | +24.4% | -51.4% | +75.8% | +25.5% |
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