+416.0%
AAOI vs VRTX
+451.8%
-35.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | -0.2% | -5.6% | +5.5% | +1.8% |
| 30D | -23.7% | -2.0% | -21.7% | -23.6% |
| 3M | -39.0% | +15.8% | -54.8% | -42.9% |
| 6M | -17.0% | +4.7% | -21.7% | -19.7% |
| YTD | +202.2% | +13.7% | +188.5% | +185.1% |
| 1Y | +292.4% | +29.7% | +262.7% | +251.7% |
| 3Y | +804.4% | +48.4% | +755.9% | +672.2% |
| 5Y | +1,318.0% | +173.3% | +1,144.7% | +894.1% |
| All | +416.0% | +451.8% | -35.8% | +209.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling