+12,056.2%
VRTX vs VMC
+4,154.0%
+7,902.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | +0.2% |
| 7D | -0.4% | -4.3% | +3.9% | +1.2% |
| 30D | +7.9% | +16.2% | -8.3% | +2.2% |
| 3M | +3.3% | -0.8% | +4.1% | +3.3% |
| 6M | +25.7% | +1.2% | +24.5% | +24.4% |
| YTD | +20.7% | +0.5% | +20.2% | +19.1% |
| 1Y | +27.4% | -2.9% | +30.4% | +27.2% |
| 3Y | +46.4% | +37.3% | +9.1% | +27.1% |
| 5Y | +194.3% | +48.8% | +145.5% | +143.2% |
| 10Y | +494.6% | +131.4% | +363.2% | +279.9% |
| All | +12,056.2% | +4,154.0% | +7,902.2% | +2,455.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling