+842.6%
ASX vs VRTX
+519.5%
+323.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.5% |
| 7D | -12.3% | -0.4% | -11.9% | -12.2% |
| 30D | -26.0% | +8.0% | -34.0% | -27.5% |
| 3M | -8.1% | +11.0% | -19.2% | -10.9% |
| 6M | +1.4% | +28.2% | -26.8% | -5.5% |
| YTD | +115.6% | +21.5% | +94.1% | +103.0% |
| 1Y | +128.0% | +34.5% | +93.5% | +108.9% |
| 3Y | +371.4% | +49.5% | +321.9% | +311.8% |
| 5Y | +469.4% | +188.3% | +281.1% | +312.9% |
| 10Y | +842.6% | +493.1% | +349.5% | +508.2% |
| All | +842.6% | +519.5% | +323.1% | +508.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling