+289.6%
VTI vs VRTX
+483.3%
-193.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +2.5% | -1.6% | +4.1% | +2.9% |
| 30D | -1.5% | +8.0% | -9.6% | -3.4% |
| 3M | -3.2% | +4.3% | -7.5% | -4.4% |
| 6M | +2.3% | +18.9% | -16.6% | -2.4% |
| YTD | +11.6% | +18.8% | -7.2% | +6.0% |
| 1Y | +13.8% | +24.0% | -10.2% | +6.8% |
| 3Y | +77.4% | +42.1% | +35.3% | +56.6% |
| 5Y | +64.6% | +187.6% | -123.0% | +18.7% |
| All | +289.6% | +483.3% | -193.8% | +166.7% |
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