-4.9%
EQT vs VRTX
+31.2%
-36.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.4% | -6.6% | -3.5% |
| 7D | -6.6% | +3.7% | -10.2% | -6.9% |
| 30D | +2.7% | +9.0% | -6.3% | +1.8% |
| 3M | -0.2% | +14.7% | -14.9% | -2.1% |
| 6M | -10.6% | +27.7% | -38.3% | -14.4% |
| YTD | -1.2% | +21.1% | -22.3% | -5.2% |
| 1Y | -4.9% | +30.2% | -35.1% | -10.8% |
| All | -4.9% | +31.2% | -36.0% | -10.8% |
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