+858.4%
ASX vs VRTX
+470.1%
+388.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.7% |
| 7D | -0.7% | +0.8% | -1.5% | -0.9% |
| 30D | +2.0% | +12.6% | -10.7% | -1.1% |
| 3M | -1.3% | +23.6% | -25.0% | -6.7% |
| 6M | +71.4% | +14.3% | +57.2% | +65.0% |
| YTD | +135.3% | +20.5% | +114.9% | +123.2% |
| 1Y | +267.5% | +37.6% | +229.9% | +236.4% |
| 3Y | +388.5% | +55.5% | +332.9% | +325.7% |
| 5Y | +417.1% | +175.7% | +241.3% | +285.2% |
| All | +858.4% | +470.1% | +388.4% | +567.6% |
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