+54.2%
VRTX vs VSH
+32.2%
+21.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.1% | -3.1% |
| 7D | -3.4% | +6.2% | -9.6% | -3.8% |
| 30D | +6.6% | -11.1% | +17.7% | +7.3% |
| 3M | +19.4% | -44.9% | +64.3% | +24.2% |
| 6M | +15.8% | +90.0% | -74.1% | +2.0% |
| YTD | +16.7% | +118.8% | -102.1% | +0.2% |
| 1Y | +33.8% | +109.0% | -75.2% | +15.2% |
| 3Y | +54.2% | +35.6% | +18.5% | +42.8% |
| All | +54.2% | +32.2% | +21.9% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling