+498.2%
ASX vs VRTX
+190.2%
+308.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.9% |
| 7D | +22.1% | 0.0% | +22.1% | +22.1% |
| 30D | -23.8% | +11.8% | -35.6% | -25.7% |
| 3M | -7.6% | +3.2% | -10.8% | -8.6% |
| 6M | +6.9% | +21.0% | -14.1% | +1.4% |
| YTD | +127.7% | +19.7% | +108.0% | +115.7% |
| 1Y | +144.5% | +25.0% | +119.6% | +128.8% |
| 3Y | +377.8% | +45.2% | +332.6% | +319.9% |
| 5Y | +498.2% | +189.7% | +308.5% | +290.9% |
| All | +498.2% | +190.2% | +308.1% | +290.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling