+398.5%
ASX vs VRTX
+46.6%
+352.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.6% |
| 7D | +0.8% | -0.4% | +1.2% | +0.9% |
| 30D | -20.4% | +7.9% | -28.3% | -21.4% |
| 3M | -2.1% | +3.3% | -5.4% | -2.8% |
| 6M | +8.2% | +25.7% | -17.5% | +3.2% |
| YTD | +137.3% | +20.7% | +116.6% | +127.5% |
| 1Y | +155.0% | +27.4% | +127.6% | +141.5% |
| All | +398.5% | +46.6% | +352.0% | +372.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling