+528.8%
APP vs VRTX
+152.1%
+376.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.6% |
| 7D | +79.2% | -0.4% | +79.6% | +79.2% |
| 30D | +48.0% | +8.0% | +40.0% | +44.0% |
| 3M | +18.2% | +11.0% | +7.2% | +13.8% |
| 6M | -12.5% | +28.2% | -40.7% | -19.8% |
| YTD | -39.2% | +21.5% | -60.7% | -43.9% |
| 1Y | -33.9% | +34.5% | -68.4% | -41.5% |
| 3Y | +933.3% | +49.5% | +883.8% | +727.8% |
| 5Y | +295.9% | +188.3% | +107.6% | +150.8% |
| All | +528.8% | +152.1% | +376.7% | +294.0% |
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