+119.0%
EWT vs VRTX
+187.6%
-68.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +0.2% |
| 7D | +9.1% | -1.6% | +10.7% | +9.4% |
| 30D | -12.2% | +8.0% | -20.3% | -13.3% |
| 3M | -9.4% | +4.3% | -13.7% | -10.1% |
| 6M | +2.7% | +18.9% | -16.2% | -0.4% |
| YTD | +53.3% | +18.8% | +34.5% | +48.4% |
| 1Y | +59.2% | +24.0% | +35.2% | +53.0% |
| 3Y | +157.1% | +42.1% | +115.0% | +138.2% |
| All | +119.0% | +187.6% | -68.6% | +72.8% |
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 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