+29.4%
B vs VRTX
+31.2%
-1.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.4% | +4.9% | +7.2% |
| 7D | +1.1% | +3.7% | -2.5% | -0.1% |
| 30D | +0.3% | +9.0% | -8.7% | -2.7% |
| 3M | +5.4% | +14.7% | -9.3% | +0.5% |
| 6M | +5.5% | +27.7% | -22.2% | -3.1% |
| YTD | -6.3% | +21.1% | -27.4% | -10.9% |
| 1Y | +29.4% | +30.2% | -0.8% | +24.9% |
| All | +29.4% | +31.2% | -1.8% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling