+12,036.0%
VRTX vs VSH
+1,139.7%
+10,896.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.4% | -6.6% | -3.4% |
| 7D | +0.8% | +4.1% | -3.2% | -0.4% |
| 30D | +12.6% | -4.2% | +16.8% | +13.2% |
| 3M | +23.6% | -50.0% | +73.6% | +44.9% |
| 6M | +14.3% | +80.2% | -65.9% | -11.0% |
| YTD | +20.5% | +121.1% | -100.6% | -12.5% |
| 1Y | +37.6% | +112.0% | -74.4% | +0.2% |
| 3Y | +55.5% | +22.5% | +33.0% | +26.1% |
| 5Y | +175.7% | +64.0% | +111.7% | +98.3% |
| 10Y | +474.2% | +170.4% | +303.8% | +222.0% |
| All | +12,036.0% | +1,139.7% | +10,896.3% | +4,581.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling