-37.1%
APP vs VRTX
+33.6%
-70.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.9% |
| 7D | +79.2% | -0.4% | +79.6% | +78.9% |
| 30D | +48.0% | +8.0% | +40.0% | +48.3% |
| 3M | +18.2% | +11.0% | +7.2% | +19.0% |
| 6M | -12.5% | +28.2% | -40.7% | -10.0% |
| YTD | -39.2% | +21.5% | -60.7% | -37.1% |
| All | -37.1% | +33.6% | -70.6% | -33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling