+443.5%
VRTX vs Z
-7.0%
+450.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.4% | +3.3% | -2.4% |
| 7D | -3.4% | -3.3% | -0.2% | -3.0% |
| 30D | +6.6% | -3.7% | +10.3% | +7.0% |
| 3M | +19.4% | -7.0% | +26.4% | +20.0% |
| 6M | +15.8% | -29.5% | +45.3% | +19.9% |
| YTD | +16.7% | -52.6% | +69.2% | +26.3% |
| 1Y | +33.8% | -64.0% | +97.8% | +49.5% |
| 3Y | +54.2% | -36.4% | +90.6% | +57.6% |
| 5Y | +176.4% | -65.8% | +242.1% | +193.3% |
| 10Y | +443.5% | -5.8% | +449.3% | +323.3% |
| All | +443.5% | -7.0% | +450.5% | +323.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded Z 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling