+176.4%
VRTX vs VO
+43.2%
+133.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.9% |
| 7D | -3.4% | +0.6% | -4.1% | -3.7% |
| 30D | +6.6% | -1.1% | +7.7% | +7.2% |
| 3M | +19.4% | +4.5% | +14.9% | +16.6% |
| 6M | +15.8% | +11.1% | +4.7% | +9.4% |
| YTD | +16.7% | +13.5% | +3.1% | +8.9% |
| 1Y | +33.8% | +14.5% | +19.3% | +24.4% |
| 3Y | +54.2% | +58.1% | -3.9% | +21.4% |
| 5Y | +176.4% | +43.3% | +133.1% | +122.0% |
| All | +176.4% | +43.2% | +133.2% | +122.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling