+892.4%
APP vs VRTX
+44.2%
+848.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.0% | +9.7% |
| 7D | +71.2% | -2.1% | +73.3% | +71.6% |
| 30D | +39.1% | +8.2% | +30.9% | +37.0% |
| 3M | +16.5% | +13.0% | +3.5% | +13.8% |
| 6M | -16.6% | +27.9% | -44.5% | -20.3% |
| YTD | -41.9% | +20.7% | -62.6% | -44.3% |
| 1Y | -37.0% | +31.4% | -68.5% | -41.0% |
| 3Y | +892.4% | +41.8% | +850.6% | +804.8% |
| All | +892.4% | +44.2% | +848.2% | +804.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling