+1,576.8%
VRTX vs VT
+374.2%
+1,202.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.8% | +0.4% | +0.4% | +0.4% |
| 30D | +12.6% | +1.0% | +11.7% | +11.7% |
| 3M | +23.6% | +2.4% | +21.2% | +20.8% |
| 6M | +14.3% | +12.0% | +2.3% | +3.5% |
| YTD | +20.5% | +15.3% | +5.1% | +6.5% |
| 1Y | +37.6% | +22.6% | +15.0% | +15.5% |
| 3Y | +55.5% | +74.7% | -19.1% | -4.2% |
| 5Y | +175.7% | +66.1% | +109.6% | +74.4% |
| 10Y | +474.2% | +225.0% | +249.2% | +101.2% |
| All | +1,576.8% | +374.2% | +1,202.6% | +350.1% |
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