+125.7%
EEM vs VRTX
+450.9%
-325.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.9% |
| 7D | -0.7% | -7.8% | +7.1% | +0.8% |
| 30D | +2.4% | -2.8% | +5.2% | +2.9% |
| 3M | +4.2% | +18.1% | -13.9% | +0.6% |
| 6M | +14.8% | +3.1% | +11.7% | +13.7% |
| YTD | +23.1% | +13.5% | +9.6% | +19.5% |
| 1Y | +32.5% | +32.4% | +0.1% | +24.7% |
| 3Y | +85.9% | +50.0% | +35.9% | +66.5% |
| 5Y | +43.6% | +172.9% | -129.3% | +11.0% |
| All | +125.7% | +450.9% | -325.2% | +72.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling