+292.6%
APP vs VRTX
+183.5%
+109.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.0% | +9.6% |
| 7D | +71.2% | -2.1% | +73.3% | +72.1% |
| 30D | +39.1% | +8.2% | +30.9% | +35.2% |
| 3M | +16.5% | +13.0% | +3.5% | +11.5% |
| 6M | -16.6% | +27.9% | -44.5% | -23.6% |
| YTD | -41.9% | +20.7% | -62.6% | -46.4% |
| 1Y | -37.0% | +31.4% | -68.5% | -43.9% |
| 3Y | +892.4% | +41.8% | +850.6% | +706.5% |
| All | +292.6% | +183.5% | +109.2% | +160.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling