+420.5%
VUG vs VRTX
+441.1%
-20.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.1% |
| 7D | +0.1% | -6.4% | +6.5% | +1.8% |
| 30D | -1.7% | -0.5% | -1.1% | -1.7% |
| 3M | +2.8% | +16.9% | -14.1% | -1.8% |
| 6M | +13.6% | +13.1% | +0.5% | +9.2% |
| YTD | +8.1% | +14.9% | -6.9% | +3.1% |
| 1Y | +13.1% | +31.4% | -18.4% | +3.7% |
| 3Y | +87.0% | +51.9% | +35.1% | +59.3% |
| 5Y | +76.0% | +177.1% | -101.1% | +23.9% |
| 10Y | +420.5% | +456.3% | -35.8% | +243.3% |
| All | +420.5% | +441.1% | -20.6% | +243.3% |
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 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