+1,565.6%
VRTX vs VT
+345.0%
+1,220.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +2.2% |
| 7D | +0.5% | -4.2% | +4.6% | +3.9% |
| 30D | +8.0% | -5.8% | +13.8% | +13.2% |
| 3M | +11.9% | -5.2% | +17.1% | +16.7% |
| 6M | +27.8% | +0.1% | +27.7% | +26.9% |
| YTD | +19.7% | +8.2% | +11.4% | +11.2% |
| 1Y | +30.1% | +10.1% | +20.0% | +19.1% |
| 3Y | +44.2% | +69.7% | -25.5% | -9.3% |
| 5Y | +181.3% | +53.4% | +127.9% | +89.8% |
| 10Y | +587.1% | +219.2% | +367.8% | +143.0% |
| All | +1,565.6% | +345.0% | +1,220.7% | +370.0% |
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