+29.9%
AAPL vs VRTX
+31.2%
-1.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.4% | +1.9% | +4.9% |
| 7D | +1.7% | +3.7% | -2.0% | +1.3% |
| 30D | +5.0% | +9.0% | -4.1% | +4.1% |
| 3M | +13.1% | +14.7% | -1.6% | +11.6% |
| 6M | +26.5% | +27.7% | -1.2% | +24.6% |
| YTD | +28.9% | +21.1% | +7.8% | +27.1% |
| 1Y | +29.9% | +30.2% | -0.3% | +28.3% |
| All | +29.9% | +31.2% | -1.3% | +28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling