+63.9%
VXUS vs VRTX
+44.2%
+19.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | -1.8% | -2.1% | +0.3% | -1.5% |
| 30D | -4.6% | +8.2% | -12.8% | -5.5% |
| 3M | -6.1% | +13.0% | -19.1% | -7.5% |
| 6M | -4.9% | +27.9% | -32.8% | -7.9% |
| YTD | +8.1% | +20.7% | -12.6% | +5.3% |
| 1Y | +12.1% | +31.4% | -19.3% | +8.2% |
| 3Y | +63.9% | +41.8% | +22.0% | +55.9% |
| All | +63.9% | +44.2% | +19.6% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling