+1,007.5%
ASX vs VRTX
+480.2%
+527.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.6% |
| 7D | +0.8% | -0.4% | +1.2% | +1.0% |
| 30D | -20.4% | +7.9% | -28.3% | -22.0% |
| 3M | -2.1% | +3.3% | -5.4% | -3.4% |
| 6M | +8.2% | +25.7% | -17.5% | +1.4% |
| YTD | +137.3% | +20.7% | +116.6% | +123.8% |
| 1Y | +155.0% | +27.4% | +127.6% | +136.9% |
| 3Y | +397.9% | +46.4% | +351.5% | +337.5% |
| 5Y | +529.2% | +194.3% | +334.9% | +354.5% |
| 10Y | +1,007.5% | +494.6% | +512.9% | +620.5% |
| All | +1,007.5% | +480.2% | +527.3% | +620.5% |
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