+79.9%
AAPL vs VRTX
+53.6%
+26.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.8% |
| 7D | -2.7% | -3.4% | +0.7% | -2.3% |
| 30D | +1.0% | +6.6% | -5.6% | +0.1% |
| 3M | +5.0% | +19.4% | -14.4% | +2.6% |
| 6M | +23.0% | +15.8% | +7.2% | +20.6% |
| YTD | +16.6% | +16.7% | 0.0% | +14.0% |
| 1Y | +33.4% | +33.8% | -0.4% | +27.8% |
| 3Y | +79.9% | +54.2% | +25.7% | +62.6% |
| All | +79.9% | +53.6% | +26.3% | +62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling