+2,584.7%
AVGO vs VRTX
+480.2%
+2,104.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.1% | +4.0% |
| 7D | +6.1% | -0.4% | +6.4% | +6.2% |
| 30D | -2.7% | +7.9% | -10.6% | -5.0% |
| 3M | -16.9% | +3.3% | -20.2% | -18.0% |
| 6M | -19.1% | +25.7% | -44.9% | -25.3% |
| YTD | +0.3% | +20.7% | -20.4% | -6.8% |
| 1Y | -1.2% | +27.4% | -28.6% | -10.0% |
| 3Y | +272.4% | +46.4% | +226.0% | +214.6% |
| 5Y | +579.0% | +194.3% | +384.7% | +342.5% |
| 10Y | +2,584.7% | +494.6% | +2,090.1% | +1,498.6% |
| All | +2,584.7% | +480.2% | +2,104.5% | +1,498.6% |
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