+477.7%
VRTX vs VO
+197.5%
+280.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | -1.1% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | +8.0% | +0.5% | +7.5% | +7.5% |
| 3M | +11.0% | -1.0% | +12.1% | +11.6% |
| 6M | +28.2% | +6.4% | +21.7% | +22.6% |
| YTD | +21.5% | +13.6% | +7.9% | +11.1% |
| 1Y | +34.5% | +14.5% | +20.1% | +22.4% |
| 3Y | +49.5% | +67.2% | -17.8% | +3.8% |
| 5Y | +188.3% | +36.1% | +152.2% | +128.5% |
| All | +477.7% | +197.5% | +280.2% | +108.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling