+12,057.6%
VRTX vs VSH
+810.5%
+11,247.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | -0.8% |
| 7D | -2.1% | -12.9% | +10.8% | +1.1% |
| 30D | +8.2% | -36.9% | +45.1% | +21.1% |
| 3M | +13.0% | -28.8% | +41.8% | +20.6% |
| 6M | +27.9% | -30.3% | +58.2% | +30.1% |
| YTD | +20.7% | +62.4% | -41.7% | -6.6% |
| 1Y | +31.4% | +62.5% | -31.1% | +1.4% |
| 3Y | +41.8% | +7.4% | +34.4% | +16.1% |
| 5Y | +183.7% | +25.4% | +158.3% | +115.1% |
| 10Y | +592.9% | +102.6% | +490.2% | +311.5% |
| All | +12,057.6% | +810.5% | +11,247.1% | +4,896.6% |
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