+887.2%
ASX vs VRTX
+482.4%
+404.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +3.4% |
| 7D | -9.1% | +3.2% | -12.4% | -9.8% |
| 30D | -23.6% | +7.4% | -31.0% | -25.1% |
| 3M | -5.6% | +4.6% | -10.2% | -7.1% |
| 6M | +4.7% | +27.5% | -22.8% | -2.3% |
| YTD | +122.6% | +20.9% | +101.7% | +109.8% |
| 1Y | +133.0% | +30.1% | +102.9% | +115.2% |
| 3Y | +367.1% | +46.6% | +320.5% | +309.9% |
| 5Y | +504.7% | +191.6% | +313.2% | +336.7% |
| 10Y | +887.2% | +474.5% | +412.7% | +538.6% |
| All | +887.2% | +482.4% | +404.8% | +538.6% |
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