+1,112.0%
VST vs VRTX
+580.6%
+531.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.8% | +9.7% | +10.4% |
| 7D | -9.8% | -2.1% | -7.7% | -9.6% |
| 30D | -25.1% | +8.2% | -33.3% | -26.3% |
| 3M | -11.6% | +13.0% | -24.6% | -13.7% |
| 6M | -20.9% | +27.9% | -48.8% | -24.7% |
| YTD | -22.3% | +20.7% | -43.0% | -25.5% |
| 1Y | -32.0% | +31.4% | -63.4% | -36.0% |
| 3Y | +262.4% | +41.8% | +220.6% | +227.7% |
| 5Y | +563.4% | +183.7% | +379.7% | +409.3% |
| All | +1,112.0% | +580.6% | +531.4% | +757.8% |
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