+425.8%
VRTX vs VOO
+321.7%
+104.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.8% |
| 7D | -7.8% | -2.0% | -5.8% | -6.3% |
| 30D | -2.8% | -1.7% | -1.2% | -1.6% |
| 3M | +18.1% | +4.7% | +13.4% | +13.7% |
| 6M | +3.1% | +12.6% | -9.5% | -6.3% |
| YTD | +13.5% | +11.8% | +1.7% | +3.7% |
| 1Y | +32.4% | +17.5% | +14.9% | +16.2% |
| 3Y | +50.0% | +77.0% | -27.0% | -6.9% |
| 5Y | +172.9% | +82.6% | +90.3% | +62.2% |
| All | +425.8% | +321.7% | +104.1% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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