+1,205.2%
VST vs VRTX
+519.5%
+685.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.2% |
| 7D | -0.5% | -0.4% | -0.1% | -0.5% |
| 30D | -17.1% | +8.0% | -25.1% | -18.3% |
| 3M | -4.6% | +11.0% | -15.6% | -6.6% |
| 6M | -9.1% | +28.2% | -37.2% | -13.5% |
| YTD | -16.6% | +21.5% | -38.1% | -20.3% |
| 1Y | -29.5% | +34.5% | -64.0% | -34.0% |
| 3Y | +297.5% | +49.5% | +248.1% | +254.4% |
| 5Y | +654.5% | +188.3% | +466.3% | +473.2% |
| 10Y | +1,205.2% | +493.1% | +712.1% | +826.9% |
| All | +1,205.2% | +519.5% | +685.7% | +826.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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