+1,179.1%
VST vs VRTX
+487.7%
+691.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.9% |
| 7D | +19.2% | 0.0% | +19.1% | +19.2% |
| 30D | -17.2% | +11.8% | -29.0% | -18.9% |
| 3M | -8.1% | +3.2% | -11.4% | -8.9% |
| 6M | -8.1% | +21.0% | -29.2% | -11.8% |
| YTD | -16.3% | +19.7% | -35.9% | -19.7% |
| 1Y | -24.1% | +25.0% | -49.1% | -28.0% |
| 3Y | +300.2% | +45.2% | +255.0% | +258.4% |
| 5Y | +645.9% | +189.7% | +456.2% | +463.7% |
| All | +1,179.1% | +487.7% | +691.4% | +828.8% |
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