+99,960.8%
AAPL vs VRTX
+11,869.8%
+88,091.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.2% |
| 7D | +0.1% | +0.8% | -0.7% | 0.0% |
| 30D | +3.0% | +12.6% | -9.7% | +1.0% |
| 3M | +2.9% | +23.6% | -20.7% | -0.6% |
| 6M | +22.1% | +14.3% | +7.8% | +19.2% |
| YTD | +18.0% | +20.5% | -2.4% | +14.1% |
| 1Y | +33.9% | +37.6% | -3.6% | +26.6% |
| 3Y | +71.2% | +55.5% | +15.6% | +56.6% |
| 5Y | +112.6% | +175.7% | -63.1% | +77.1% |
| 10Y | +1,198.8% | +474.2% | +724.6% | +854.5% |
| All | +99,960.8% | +11,869.8% | +88,091.0% | +40,266.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling