+1,585.7%
VRTX vs VT
+363.9%
+1,221.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +2.0% |
| 7D | +3.7% | -0.3% | +4.0% | +3.9% |
| 30D | +9.0% | -1.4% | +10.5% | +10.2% |
| 3M | +14.7% | -1.4% | +16.1% | +15.8% |
| 6M | +27.7% | +5.5% | +22.3% | +21.5% |
| YTD | +21.1% | +12.8% | +8.3% | +8.8% |
| 1Y | +30.2% | +15.4% | +14.8% | +14.8% |
| 3Y | +45.9% | +76.9% | -30.9% | -11.2% |
| 5Y | +182.7% | +60.4% | +122.3% | +84.0% |
| 10Y | +595.3% | +232.8% | +362.6% | +137.9% |
| All | +1,585.7% | +363.9% | +1,221.8% | +360.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling