+1,425.2%
AMAT vs VRTX
+480.2%
+945.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.2% | +6.1% |
| 7D | +7.0% | -0.4% | +7.3% | +7.2% |
| 30D | -20.6% | +7.9% | -28.5% | -23.0% |
| 3M | -24.8% | +3.3% | -28.0% | -26.2% |
| 6M | -10.7% | +25.7% | -36.4% | -19.6% |
| YTD | +54.3% | +20.7% | +33.6% | +40.7% |
| 1Y | +73.7% | +27.4% | +46.3% | +54.7% |
| 3Y | +168.4% | +46.4% | +122.0% | +116.6% |
| 5Y | +167.6% | +194.3% | -26.8% | +54.4% |
| 10Y | +1,425.2% | +494.6% | +930.6% | +696.4% |
| All | +1,425.2% | +480.2% | +945.0% | +696.4% |
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