+298.1%
APP vs VRTX
+187.6%
+110.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.7% | +4.1% |
| 7D | +4.6% | -1.6% | +6.1% | +5.1% |
| 30D | +56.0% | +8.0% | +48.0% | +51.8% |
| 3M | +30.8% | +4.3% | +26.5% | +28.5% |
| 6M | -9.8% | +18.9% | -28.7% | -15.4% |
| YTD | -39.3% | +18.8% | -58.1% | -43.7% |
| 1Y | -26.4% | +24.0% | -50.4% | -33.1% |
| 3Y | +887.9% | +42.1% | +845.8% | +696.5% |
| All | +298.1% | +187.6% | +110.5% | +157.4% |
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 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