+368.6%
ASX vs VRTX
+44.3%
+324.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.9% |
| 7D | +12.4% | -1.6% | +13.9% | +12.6% |
| 30D | -19.8% | +8.0% | -27.9% | -20.8% |
| 3M | -10.3% | +4.3% | -14.6% | -11.2% |
| 6M | +1.2% | +18.9% | -17.6% | -2.5% |
| YTD | +123.0% | +18.8% | +104.2% | +114.3% |
| 1Y | +145.4% | +24.0% | +121.5% | +133.6% |
| 3Y | +368.6% | +42.1% | +326.5% | +345.4% |
| All | +368.6% | +44.3% | +324.3% | +345.4% |
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