+220.1%
C vs VRTX
+519.5%
-299.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.3% |
| 7D | -0.9% | -0.4% | -0.5% | -0.8% |
| 30D | -5.4% | +8.0% | -13.4% | -7.2% |
| 3M | -9.2% | +11.0% | -20.2% | -11.6% |
| 6M | -1.8% | +28.2% | -30.0% | -7.8% |
| YTD | +6.7% | +21.5% | -14.8% | +1.0% |
| 1Y | +23.5% | +34.5% | -11.0% | +14.1% |
| 3Y | +219.8% | +49.5% | +170.3% | +181.1% |
| 5Y | +112.4% | +188.3% | -75.9% | +55.6% |
| 10Y | +220.1% | +493.1% | -273.0% | +123.8% |
| All | +220.1% | +519.5% | -299.4% | +123.8% |
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