+195.6%
EQT vs VRTX
+170.7%
+24.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.8% |
| 7D | -1.2% | -7.8% | +6.6% | +0.2% |
| 30D | +1.1% | -2.8% | +3.9% | +1.5% |
| 3M | +4.8% | +18.1% | -13.3% | +1.5% |
| 6M | -10.6% | +3.1% | -13.7% | -11.3% |
| YTD | +3.4% | +13.5% | -10.1% | +0.6% |
| 1Y | +8.7% | +32.4% | -23.8% | +2.7% |
| 3Y | +35.0% | +50.0% | -15.0% | +19.8% |
| All | +195.6% | +170.7% | +24.8% | +144.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling