+443.5%
VRTX vs XRT
+123.1%
+320.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -2.5% |
| 7D | -3.4% | -0.3% | -3.2% | -3.3% |
| 30D | +6.6% | -5.6% | +12.3% | +8.5% |
| 3M | +19.4% | +2.5% | +16.9% | +18.3% |
| 6M | +15.8% | +3.7% | +12.1% | +14.2% |
| YTD | +16.7% | +1.0% | +15.7% | +16.0% |
| 1Y | +33.8% | -1.2% | +35.0% | +33.8% |
| 3Y | +54.2% | +43.4% | +10.8% | +35.8% |
| 5Y | +176.4% | -0.7% | +177.1% | +166.9% |
| 10Y | +443.5% | +123.7% | +319.8% | +218.5% |
| All | +443.5% | +123.1% | +320.4% | +218.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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