+218.3%
C vs VRTX
+480.2%
-261.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.6% |
| 7D | -0.4% | -0.4% | -0.1% | -0.3% |
| 30D | -5.3% | +7.9% | -13.2% | -7.1% |
| 3M | -8.0% | +3.3% | -11.3% | -8.9% |
| 6M | -0.3% | +25.7% | -26.0% | -5.9% |
| YTD | +8.6% | +20.7% | -12.0% | +3.1% |
| 1Y | +25.8% | +27.4% | -1.6% | +17.8% |
| 3Y | +221.2% | +46.4% | +174.8% | +184.0% |
| 5Y | +113.6% | +194.3% | -80.8% | +55.9% |
| 10Y | +218.3% | +494.6% | -276.3% | +122.9% |
| All | +218.3% | +480.2% | -261.9% | +122.9% |
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 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