+769.3%
VST vs VRTX
+178.3%
+591.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +3.8% |
| 7D | +8.9% | +0.8% | +8.1% | +8.8% |
| 30D | +6.2% | +12.6% | -6.4% | +4.7% |
| 3M | -2.7% | +23.6% | -26.4% | -5.4% |
| 6M | -8.4% | +14.3% | -22.6% | -10.0% |
| YTD | -7.2% | +20.5% | -27.7% | -9.7% |
| 1Y | -20.9% | +37.6% | -58.5% | -24.7% |
| 3Y | +384.0% | +55.5% | +328.4% | +331.7% |
| All | +769.3% | +178.3% | +591.0% | +555.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling