+2,660.6%
AVGO vs VRTX
+483.3%
+2,177.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.7% | -4.0% | -4.6% |
| 7D | +18.2% | -1.6% | +19.7% | +18.7% |
| 30D | +0.2% | +8.0% | -7.8% | -2.1% |
| 3M | -16.8% | +4.3% | -21.1% | -18.2% |
| 6M | -16.5% | +18.9% | -35.3% | -21.5% |
| YTD | +0.8% | +18.8% | -18.0% | -5.9% |
| 1Y | +2.8% | +24.0% | -21.1% | -5.6% |
| 3Y | +278.5% | +42.1% | +236.4% | +222.5% |
| 5Y | +573.1% | +187.6% | +385.5% | +341.0% |
| All | +2,660.6% | +483.3% | +2,177.3% | +1,571.9% |
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 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