+470.4%
VRTX vs VTR
+130.3%
+340.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | -1.6% | +0.2% | -1.7% | -1.6% |
| 30D | +8.0% | +5.5% | +2.6% | +7.2% |
| 3M | +4.3% | -0.9% | +5.2% | +4.4% |
| 6M | +18.9% | -0.4% | +19.3% | +18.7% |
| YTD | +18.8% | +17.0% | +1.8% | +15.9% |
| 1Y | +24.0% | +18.0% | +6.0% | +20.8% |
| 3Y | +42.1% | +127.4% | -85.2% | +26.2% |
| 5Y | +187.6% | +92.3% | +95.3% | +158.9% |
| All | +470.4% | +130.3% | +340.1% | +408.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling