+200.3%
EWT vs VRTX
+53.6%
+146.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.2% |
| 7D | +1.6% | -3.4% | +5.1% | +2.1% |
| 30D | +8.2% | +6.6% | +1.6% | +7.2% |
| 3M | +11.1% | +19.4% | -8.3% | +8.2% |
| 6M | +60.4% | +15.8% | +44.6% | +56.7% |
| YTD | +75.6% | +16.7% | +58.9% | +71.3% |
| 1Y | +91.3% | +33.8% | +57.5% | +83.1% |
| 3Y | +200.3% | +54.2% | +146.1% | +181.5% |
| All | +200.3% | +53.6% | +146.7% | +181.5% |
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