-32.7%
APP vs VRTX
+26.3%
-59.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.8% |
| 7D | +10.6% | 0.0% | +10.5% | +10.6% |
| 30D | +44.6% | +11.8% | +32.8% | +44.7% |
| 3M | +29.6% | +3.2% | +26.4% | +29.5% |
| 6M | -19.8% | +21.0% | -40.8% | -18.6% |
| YTD | -41.6% | +19.7% | -61.3% | -40.1% |
| 1Y | -32.7% | +25.0% | -57.7% | -30.4% |
| All | -32.7% | +26.3% | -59.0% | -30.4% |
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