+132,206.3%
APH vs VRTX
+6,890.3%
+125,315.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.2% |
| 7D | +5.0% | +0.8% | +4.1% | +4.8% |
| 30D | -3.9% | +12.6% | -16.5% | -5.8% |
| 3M | +13.0% | +23.6% | -10.7% | +8.9% |
| 6M | +25.2% | +14.3% | +10.9% | +22.0% |
| YTD | +22.9% | +20.5% | +2.5% | +18.7% |
| 1Y | +47.8% | +37.6% | +10.3% | +39.4% |
| 3Y | +283.0% | +55.5% | +227.5% | +249.6% |
| 5Y | +349.7% | +175.7% | +173.9% | +271.7% |
| 10Y | +1,061.2% | +474.2% | +587.0% | +729.3% |
| All | +132,206.3% | +6,890.3% | +125,315.9% | +48,699.8% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling