+86.6%
EMR vs VRTX
+44.2%
+42.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -1.6% | -2.1% | +0.5% | -1.2% |
| 30D | +2.0% | +8.2% | -6.2% | +0.3% |
| 3M | +3.8% | +13.0% | -9.2% | +1.0% |
| 6M | +10.5% | +27.9% | -17.4% | +4.7% |
| YTD | +23.7% | +20.7% | +3.0% | +18.4% |
| 1Y | +25.4% | +31.4% | -6.0% | +18.1% |
| 3Y | +86.6% | +41.8% | +44.7% | +72.4% |
| All | +86.6% | +44.2% | +42.3% | +72.4% |
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