+181.2%
VRTX vs VIG
+63.1%
+118.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.6% |
| 7D | -3.4% | -0.4% | -3.0% | -3.1% |
| 30D | +6.6% | -2.1% | +8.7% | +8.4% |
| 3M | +19.4% | +3.3% | +16.1% | +16.6% |
| 6M | +15.8% | +9.3% | +6.5% | +8.4% |
| YTD | +16.7% | +10.1% | +6.5% | +8.7% |
| 1Y | +33.8% | +14.7% | +19.1% | +21.0% |
| 3Y | +54.2% | +56.9% | -2.8% | +10.9% |
| All | +181.2% | +63.1% | +118.1% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling