+1,487.6%
VRTX vs VIG
+650.0%
+837.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.8% |
| 7D | +3.2% | +1.0% | +2.2% | +2.1% |
| 30D | +7.4% | +4.5% | +2.9% | +2.7% |
| 3M | +4.6% | +2.1% | +2.5% | +2.4% |
| 6M | +27.5% | +10.5% | +17.0% | +15.3% |
| YTD | +20.9% | +15.1% | +5.8% | +4.9% |
| 1Y | +30.1% | +16.9% | +13.2% | +11.1% |
| 3Y | +46.6% | +65.6% | -18.9% | -12.8% |
| 5Y | +191.6% | +64.4% | +127.2% | +72.1% |
| 10Y | +474.5% | +260.6% | +213.9% | +40.8% |
| All | +1,487.6% | +650.0% | +837.6% | +61.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling