+470.4%
VRTX price history and return analytics
+221.8%
+248.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.5% |
| 7D | -1.6% | +2.4% | -3.9% | -3.3% |
| 30D | +8.0% | -1.5% | +9.5% | +9.1% |
| 3M | +4.3% | -4.1% | +8.4% | +7.4% |
| 6M | +18.9% | +0.6% | +18.3% | +17.7% |
| YTD | +18.8% | +11.0% | +7.8% | +8.7% |
| 1Y | +24.0% | +13.3% | +10.6% | +11.6% |
| 3Y | +42.1% | +73.4% | -31.3% | -9.9% |
| 5Y | +187.6% | +57.4% | +130.1% | +96.0% |
| All | +470.4% | +221.8% | +248.7% | +94.1% |
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