+12,036.0%
VRTX vs VMC
+3,821.6%
+8,214.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.4% |
| 7D | +0.8% | -4.3% | +5.1% | +2.3% |
| 30D | +12.6% | -8.2% | +20.9% | +16.0% |
| 3M | +23.6% | -7.0% | +30.7% | +26.4% |
| 6M | +14.3% | -10.8% | +25.0% | +18.2% |
| YTD | +20.5% | -7.4% | +27.9% | +22.6% |
| 1Y | +37.6% | -9.5% | +47.1% | +40.9% |
| 3Y | +55.5% | +20.5% | +35.1% | +41.4% |
| 5Y | +175.7% | +51.6% | +124.2% | +125.8% |
| 10Y | +474.2% | +150.0% | +324.2% | +255.4% |
| All | +12,036.0% | +3,821.6% | +8,214.4% | +2,529.9% |
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