+45.0%
AAPL vs VRTX
+32.7%
+12.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +3.8% | -5.6% | +9.5% | +4.5% |
| 30D | +9.9% | -2.0% | +11.9% | +10.2% |
| 3M | +12.5% | +15.8% | -3.3% | +11.5% |
| 6M | +27.6% | +4.7% | +22.9% | +26.8% |
| YTD | +22.6% | +13.7% | +8.9% | +21.5% |
| 1Y | +45.0% | +29.7% | +15.3% | +42.3% |
| All | +45.0% | +32.7% | +12.3% | +42.3% |
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