+1,055.9%
APH vs VRTX
+470.1%
+585.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.3% |
| 7D | +5.0% | +0.8% | +4.1% | +4.8% |
| 30D | -3.9% | +12.6% | -16.5% | -6.4% |
| 3M | +13.0% | +23.6% | -10.7% | +7.6% |
| 6M | +25.2% | +14.3% | +10.9% | +21.0% |
| YTD | +22.9% | +20.5% | +2.5% | +17.4% |
| 1Y | +47.8% | +37.6% | +10.3% | +36.7% |
| 3Y | +283.0% | +55.5% | +227.5% | +236.9% |
| 5Y | +349.7% | +175.7% | +173.9% | +241.8% |
| All | +1,055.9% | +470.1% | +585.8% | +732.4% |
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