+531.8%
FAST vs VRTX
+482.4%
+49.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +4.8% | +3.2% | +1.6% | +4.0% |
| 30D | +8.6% | +7.4% | +1.2% | +6.7% |
| 3M | +5.7% | +4.6% | +1.1% | +4.4% |
| 6M | +25.5% | +27.5% | -2.0% | +18.1% |
| YTD | +39.6% | +20.9% | +18.8% | +32.5% |
| 1Y | +35.5% | +30.1% | +5.4% | +26.3% |
| 3Y | +96.2% | +46.6% | +49.6% | +73.2% |
| 5Y | +110.2% | +191.6% | -81.4% | +53.9% |
| 10Y | +531.8% | +474.5% | +57.3% | +346.2% |
| All | +531.8% | +482.4% | +49.4% | +346.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling