+12,056.2%
VRTX vs VSH
+1,039.6%
+11,016.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.8% | -8.9% | -2.6% |
| 7D | -0.4% | +12.8% | -13.1% | -4.5% |
| 30D | +7.9% | -9.0% | +16.9% | +8.6% |
| 3M | +3.3% | -12.2% | +15.5% | +3.8% |
| 6M | +25.7% | -15.9% | +41.6% | +20.9% |
| YTD | +20.7% | +103.2% | -82.6% | -12.7% |
| 1Y | +27.4% | +108.4% | -81.0% | -8.7% |
| 3Y | +46.4% | +41.6% | +4.9% | +10.3% |
| 5Y | +194.3% | +54.6% | +139.7% | +109.7% |
| 10Y | +494.6% | +138.2% | +356.4% | +236.9% |
| All | +12,056.2% | +1,039.6% | +11,016.6% | +4,572.8% |
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 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