+520.8%
APP vs VRTX
+150.3%
+370.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.4% |
| 7D | +48.9% | -0.4% | +49.3% | +49.0% |
| 30D | +49.4% | +7.9% | +41.5% | +45.4% |
| 3M | +27.0% | +3.3% | +23.7% | +25.2% |
| 6M | -15.4% | +25.7% | -41.1% | -22.0% |
| YTD | -39.9% | +20.7% | -60.6% | -44.5% |
| 1Y | -32.0% | +27.4% | -59.4% | -38.5% |
| 3Y | +824.3% | +46.4% | +777.9% | +646.9% |
| 5Y | +252.4% | +194.3% | +58.1% | +121.9% |
| All | +520.8% | +150.3% | +370.5% | +289.7% |
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