+208.1%
C vs VRTX
+44.2%
+163.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | -2.4% | -2.1% | -0.3% | -2.1% |
| 30D | -6.0% | +8.2% | -14.2% | -7.3% |
| 3M | -10.5% | +13.0% | -23.6% | -12.6% |
| 6M | -5.7% | +27.9% | -33.6% | -9.9% |
| YTD | +4.1% | +20.7% | -16.5% | +0.2% |
| 1Y | +20.5% | +31.4% | -10.9% | +14.1% |
| 3Y | +208.1% | +41.8% | +166.3% | +184.2% |
| All | +208.1% | +44.2% | +163.9% | +184.2% |
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