+506.6%
APP vs VRTX
+150.7%
+355.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | +61.1% | +3.2% | +57.9% | +59.6% |
| 30D | +42.8% | +7.4% | +35.4% | +39.1% |
| 3M | +16.7% | +4.6% | +12.1% | +14.5% |
| 6M | -15.6% | +27.5% | -43.1% | -22.5% |
| YTD | -41.3% | +20.9% | -62.2% | -45.8% |
| 1Y | -39.3% | +30.1% | -69.4% | -45.6% |
| 3Y | +803.2% | +46.6% | +756.6% | +629.5% |
| 5Y | +313.2% | +191.6% | +121.6% | +160.6% |
| All | +506.6% | +150.7% | +355.9% | +280.7% |
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