+396.2%
VUG vs VRTX
+482.4%
-86.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -1.2% | +3.2% | -4.4% | -2.0% |
| 30D | -8.9% | +7.4% | -16.3% | -10.8% |
| 3M | -5.9% | +4.6% | -10.5% | -7.3% |
| 6M | -3.3% | +27.5% | -30.7% | -10.1% |
| YTD | +3.4% | +20.9% | -17.4% | -3.0% |
| 1Y | +1.9% | +30.1% | -28.2% | -6.5% |
| 3Y | +76.9% | +46.6% | +30.3% | +51.8% |
| 5Y | +63.9% | +191.6% | -127.7% | +12.2% |
| 10Y | +396.2% | +474.5% | -78.3% | +217.2% |
| All | +396.2% | +482.4% | -86.2% | +217.2% |
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