+493.1%
VRTX price history and return analytics
+223.7%
+269.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -1.3% |
| 7D | -0.4% | +0.4% | -0.8% | -0.8% |
| 30D | +8.0% | -2.6% | +10.6% | +10.0% |
| 3M | +11.0% | -3.2% | +14.3% | +13.6% |
| 6M | +28.2% | +0.9% | +27.2% | +26.5% |
| YTD | +21.5% | +11.3% | +10.2% | +11.0% |
| 1Y | +34.5% | +14.0% | +20.5% | +20.6% |
| 3Y | +49.5% | +75.8% | -26.4% | -6.3% |
| 5Y | +188.3% | +57.8% | +130.4% | +96.1% |
| 10Y | +493.1% | +219.8% | +273.3% | +105.2% |
| All | +493.1% | +223.7% | +269.4% | +105.2% |
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