+30.1%
VRTX vs VMC
+0.8%
+29.3%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +3.2% | +1.1% | +2.1% | +2.9% |
| 30D | +7.4% | +17.7% | -10.3% | +2.5% |
| 3M | +4.6% | +1.1% | +3.5% | +4.0% |
| 6M | +27.5% | +1.8% | +25.6% | +26.5% |
| YTD | +20.9% | +1.5% | +19.4% | +21.2% |
| 1Y | +30.1% | -1.1% | +31.2% | +31.7% |
| All | +30.1% | +0.8% | +29.3% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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