+285.2%
APH vs VRTX
+187.6%
+97.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | +4.9% | -1.6% | +6.4% | +5.1% |
| 30D | -5.4% | +8.0% | -13.4% | -6.7% |
| 3M | -5.5% | +4.3% | -9.7% | -6.4% |
| 6M | +25.9% | +18.9% | +7.0% | +21.5% |
| YTD | +16.4% | +18.8% | -2.4% | +12.0% |
| 1Y | +16.5% | +24.0% | -7.5% | +11.0% |
| 3Y | +270.9% | +42.1% | +228.7% | +235.3% |
| All | +285.2% | +187.6% | +97.6% | +188.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling