+1,164.9%
VST vs VRTX
+483.3%
+681.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | +6.6% | -1.6% | +8.1% | +6.9% |
| 30D | -12.4% | +8.0% | -20.4% | -13.7% |
| 3M | -9.0% | +4.3% | -13.3% | -10.0% |
| 6M | -6.4% | +18.9% | -25.3% | -9.9% |
| YTD | -17.2% | +18.8% | -36.0% | -20.5% |
| 1Y | -22.0% | +24.0% | -46.0% | -25.9% |
| 3Y | +296.7% | +42.1% | +254.5% | +256.9% |
| 5Y | +637.6% | +187.6% | +450.0% | +458.1% |
| All | +1,164.9% | +483.3% | +681.5% | +819.6% |
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