+222.7%
B vs VRTX
+480.2%
-257.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | -4.3% | +7.9% | -12.2% | -5.5% |
| 3M | -2.3% | +3.3% | -5.6% | -2.8% |
| 6M | -16.2% | +25.7% | -41.9% | -19.1% |
| YTD | -8.8% | +20.7% | -29.5% | -11.4% |
| 1Y | +11.4% | +27.4% | -16.1% | +7.3% |
| 3Y | +174.3% | +46.4% | +127.9% | +155.3% |
| 5Y | +116.2% | +194.3% | -78.1% | +81.4% |
| 10Y | +222.7% | +494.6% | -271.9% | +159.4% |
| All | +222.7% | +480.2% | -257.5% | +159.4% |
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