+883.4%
APH vs VRTX
+580.6%
+302.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.3% | +3.9% |
| 7D | -5.9% | -2.1% | -3.8% | -5.6% |
| 30D | -14.8% | +8.2% | -23.0% | -16.4% |
| 3M | -12.4% | +13.0% | -25.5% | -15.0% |
| 6M | +8.1% | +27.9% | -19.9% | +1.9% |
| YTD | +10.9% | +20.7% | -9.7% | +5.6% |
| 1Y | +8.8% | +31.4% | -22.7% | +1.4% |
| 3Y | +262.1% | +41.8% | +220.2% | +224.7% |
| 5Y | +283.1% | +183.7% | +99.5% | +188.2% |
| All | +883.4% | +580.6% | +302.8% | +602.5% |
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 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