+2,856.4%
AVGO vs VRTX
+441.1%
+2,415.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.3% | -0.7% |
| 7D | -0.8% | -6.4% | +5.6% | +1.0% |
| 30D | -13.7% | -0.5% | -13.2% | -13.8% |
| 3M | -6.9% | +16.9% | -23.8% | -11.5% |
| 6M | +5.8% | +13.1% | -7.3% | +1.1% |
| YTD | +5.7% | +14.9% | -9.3% | +0.1% |
| 1Y | +9.0% | +31.4% | -22.4% | -1.4% |
| 3Y | +340.5% | +51.9% | +288.6% | +270.5% |
| 5Y | +711.1% | +177.1% | +534.0% | +451.5% |
| 10Y | +2,856.4% | +456.3% | +2,400.1% | +1,790.7% |
| All | +2,856.4% | +441.1% | +2,415.3% | +1,790.7% |
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