+181.3%
VRTX vs VT
+53.2%
+128.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +1.1% |
| 7D | +0.5% | -4.2% | +4.6% | +2.8% |
| 30D | +8.0% | -5.8% | +13.8% | +11.6% |
| 3M | +11.9% | -5.2% | +17.1% | +15.2% |
| 6M | +27.8% | +0.1% | +27.7% | +27.1% |
| YTD | +19.7% | +8.2% | +11.4% | +13.6% |
| 1Y | +30.1% | +10.1% | +20.0% | +22.3% |
| 3Y | +44.2% | +69.7% | -25.5% | +4.8% |
| 5Y | +181.3% | +53.4% | +127.9% | +110.2% |
| All | +181.3% | +53.2% | +128.1% | +110.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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