+325.3%
ASX vs VRTX
+44.2%
+281.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.8% | +5.6% | +6.3% |
| 7D | -19.9% | -2.1% | -17.8% | -19.7% |
| 30D | -30.9% | +8.2% | -39.1% | -31.7% |
| 3M | -15.1% | +13.0% | -28.1% | -17.2% |
| 6M | -6.5% | +27.9% | -34.4% | -11.2% |
| YTD | +98.4% | +20.7% | +77.8% | +90.1% |
| 1Y | +107.9% | +31.4% | +76.4% | +95.4% |
| 3Y | +325.3% | +41.8% | +283.5% | +302.2% |
| All | +325.3% | +44.2% | +281.0% | +302.2% |
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 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