+456.3%
VRTX price history and return analytics
+222.7%
+233.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.0% |
| 7D | -6.4% | -0.1% | -6.3% | -6.3% |
| 30D | -0.5% | -0.7% | +0.1% | 0.0% |
| 3M | +16.9% | +4.0% | +12.9% | +13.2% |
| 6M | +13.1% | +12.3% | +0.8% | +2.7% |
| YTD | +14.9% | +14.0% | +0.9% | +3.2% |
| 1Y | +31.4% | +20.3% | +11.1% | +13.0% |
| 3Y | +51.9% | +75.4% | -23.5% | -4.9% |
| 5Y | +177.1% | +66.0% | +111.1% | +80.0% |
| 10Y | +456.3% | +228.2% | +228.1% | +64.5% |
| All | +456.3% | +222.7% | +233.6% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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