+1,254.4%
AAPL vs VRTX
+450.9%
+803.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +4.8% | +3.9% |
| 7D | -0.5% | -7.8% | +7.3% | +1.9% |
| 30D | +7.1% | -2.8% | +10.0% | +7.9% |
| 3M | +12.1% | +18.1% | -6.0% | +6.5% |
| 6M | +25.4% | +3.1% | +22.3% | +23.8% |
| YTD | +20.5% | +13.5% | +7.0% | +14.9% |
| 1Y | +44.5% | +32.4% | +12.1% | +31.1% |
| 3Y | +85.8% | +50.0% | +35.8% | +55.8% |
| 5Y | +124.8% | +172.9% | -48.1% | +52.8% |
| All | +1,254.4% | +450.9% | +803.5% | +782.1% |
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