+76.5%
VUG vs VRTX
+178.3%
-101.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | 0.0% |
| 7D | -0.1% | +0.8% | -0.9% | -0.3% |
| 30D | -0.3% | +12.6% | -13.0% | -3.0% |
| 3M | -0.7% | +23.6% | -24.3% | -5.6% |
| 6M | +14.6% | +14.3% | +0.3% | +10.7% |
| YTD | +9.0% | +20.5% | -11.4% | +3.7% |
| 1Y | +14.9% | +37.6% | -22.7% | +5.5% |
| 3Y | +86.0% | +55.5% | +30.5% | +58.1% |
| All | +76.5% | +178.3% | -101.8% | +27.3% |
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 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