+424.9%
AXP vs VRTX
+480.2%
-55.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | -2.9% | -0.4% | -2.5% | -2.8% |
| 30D | +3.7% | +7.9% | -4.2% | +1.7% |
| 3M | -4.9% | +3.3% | -8.2% | -5.8% |
| 6M | +4.1% | +25.7% | -21.6% | -2.0% |
| YTD | -11.7% | +20.7% | -32.3% | -16.5% |
| 1Y | -11.7% | +27.4% | -39.2% | -17.7% |
| 3Y | +116.5% | +46.4% | +70.1% | +90.1% |
| 5Y | +89.5% | +194.3% | -104.8% | +36.8% |
| 10Y | +424.9% | +494.6% | -69.7% | +260.8% |
| All | +424.9% | +480.2% | -55.3% | +260.8% |
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