-3.3%
FISV vs VRTX
+450.9%
-454.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.8% | +0.9% |
| 7D | -7.2% | -7.8% | +0.6% | -5.3% |
| 30D | -7.2% | -2.8% | -4.3% | -6.6% |
| 3M | -8.2% | +18.1% | -26.3% | -12.2% |
| 6M | -17.7% | +3.1% | -20.8% | -18.6% |
| YTD | -27.2% | +13.5% | -40.7% | -30.1% |
| 1Y | -63.0% | +32.4% | -95.4% | -65.8% |
| 3Y | -59.8% | +50.0% | -109.8% | -65.2% |
| 5Y | -55.8% | +172.9% | -228.7% | -68.0% |
| All | -3.3% | +450.9% | -454.1% | -32.6% |
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