+181.2%
VRTX vs VOO
+82.4%
+98.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.8% |
| 7D | -3.4% | +0.5% | -4.0% | -3.7% |
| 30D | +6.6% | -0.9% | +7.6% | +7.2% |
| 3M | +19.4% | +3.9% | +15.5% | +16.7% |
| 6M | +15.8% | +14.5% | +1.3% | +6.8% |
| YTD | +16.7% | +13.0% | +3.7% | +8.5% |
| 1Y | +33.8% | +19.4% | +14.4% | +20.4% |
| 3Y | +54.2% | +78.9% | -24.7% | +8.7% |
| All | +181.2% | +82.4% | +98.8% | +92.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling