+31.4%
EMR vs VRTX
+29.4%
+1.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -1.0% |
| 7D | +0.7% | +3.2% | -2.5% | 0.0% |
| 30D | +3.5% | +7.4% | -3.9% | +1.8% |
| 3M | +5.9% | +4.6% | +1.3% | +4.6% |
| 6M | +19.4% | +27.5% | -8.0% | +10.9% |
| YTD | +27.7% | +20.9% | +6.8% | +19.5% |
| All | +31.4% | +29.4% | +1.9% | +20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling