+955.2%
APH vs VRTX
+482.4%
+472.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -5.0% | +3.2% | -8.3% | -5.7% |
| 30D | -8.4% | +7.4% | -15.8% | -9.9% |
| 3M | -4.5% | +4.6% | -9.1% | -5.7% |
| 6M | +25.3% | +27.5% | -2.2% | +18.2% |
| YTD | +18.9% | +20.9% | -1.9% | +13.1% |
| 1Y | +11.9% | +30.1% | -18.1% | +4.5% |
| 3Y | +278.0% | +46.6% | +231.3% | +235.8% |
| 5Y | +306.4% | +191.6% | +114.9% | +202.4% |
| 10Y | +955.2% | +474.5% | +480.6% | +661.0% |
| All | +955.2% | +482.4% | +472.7% | +661.0% |
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