+55.4%
VXUS vs VRTX
+175.7%
-120.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.1% |
| 7D | +1.6% | -3.4% | +5.0% | +2.1% |
| 30D | +1.0% | +6.6% | -5.6% | -0.1% |
| 3M | +5.7% | +19.4% | -13.7% | +2.6% |
| 6M | +13.6% | +15.8% | -2.2% | +10.7% |
| YTD | +17.4% | +16.7% | +0.7% | +14.1% |
| 1Y | +25.1% | +33.8% | -8.7% | +18.9% |
| 3Y | +75.8% | +54.2% | +21.7% | +59.0% |
| 5Y | +55.4% | +176.4% | -121.0% | +26.3% |
| All | +55.4% | +175.7% | -120.4% | +26.3% |
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