+297.8%
VTI vs VRTX
+451.8%
-154.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -0.9% | -5.6% | +4.7% | +0.4% |
| 30D | -1.4% | -2.0% | +0.5% | -1.1% |
| 3M | +3.6% | +15.8% | -12.2% | -0.3% |
| 6M | +13.6% | +4.7% | +8.9% | +11.9% |
| YTD | +12.9% | +13.7% | -0.8% | +8.6% |
| 1Y | +17.2% | +29.7% | -12.5% | +9.0% |
| 3Y | +75.7% | +48.4% | +27.2% | +53.7% |
| 5Y | +75.4% | +173.3% | -97.9% | +29.3% |
| All | +297.8% | +451.8% | -154.0% | +178.1% |
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