+200.4%
B vs VRTX
+54.9%
+145.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -1.9% |
| 7D | -1.6% | +0.8% | -2.4% | -1.7% |
| 30D | +9.4% | +12.6% | -3.2% | +7.4% |
| 3M | +5.0% | +23.6% | -18.6% | +1.7% |
| 6M | -3.5% | +14.3% | -17.8% | -5.6% |
| YTD | +4.5% | +20.5% | -16.0% | +1.7% |
| 1Y | +67.8% | +37.6% | +30.2% | +61.4% |
| All | +200.4% | +54.9% | +145.6% | +173.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling