+373.4%
VST vs VRTX
+54.9%
+318.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +3.5% |
| 7D | +8.9% | +0.8% | +8.1% | +8.9% |
| 30D | +6.2% | +12.6% | -6.4% | +6.1% |
| 3M | -2.7% | +23.6% | -26.4% | -3.2% |
| 6M | -8.4% | +14.3% | -22.6% | -8.5% |
| YTD | -7.2% | +20.5% | -27.7% | -7.6% |
| 1Y | -20.9% | +37.6% | -58.5% | -21.7% |
| All | +373.4% | +54.9% | +318.6% | +358.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling