+176.4%
VRTX vs VMC
+52.4%
+124.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.5% | -2.7% |
| 7D | -3.4% | -0.5% | -2.9% | -3.3% |
| 30D | +6.6% | -9.1% | +15.7% | +9.5% |
| 3M | +19.4% | -4.1% | +23.5% | +20.6% |
| 6M | +15.8% | -5.5% | +21.3% | +17.1% |
| YTD | +16.7% | -8.9% | +25.6% | +19.0% |
| 1Y | +33.8% | -12.9% | +46.8% | +38.1% |
| 3Y | +54.2% | +22.1% | +32.0% | +42.4% |
| 5Y | +176.4% | +52.7% | +123.7% | +134.6% |
| All | +176.4% | +52.4% | +124.0% | +134.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling