+262.4%
VST vs VRTX
+44.2%
+218.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.8% | +9.7% | +10.6% |
| 7D | -9.8% | -2.1% | -7.7% | -9.8% |
| 30D | -25.1% | +8.2% | -33.3% | -25.0% |
| 3M | -11.6% | +13.0% | -24.6% | -11.5% |
| 6M | -20.9% | +27.9% | -48.8% | -21.0% |
| YTD | -22.3% | +20.7% | -43.0% | -22.3% |
| 1Y | -32.0% | +31.4% | -63.4% | -32.2% |
| 3Y | +262.4% | +41.8% | +220.6% | +260.3% |
| All | +262.4% | +44.2% | +218.1% | +260.3% |
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