-1.2%
FISV vs VRTX
+24.1%
-25.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +3.8% |
| 7D | +1.4% | -1.6% | +3.0% | +1.7% |
| 30D | +38.4% | +8.0% | +30.4% | +36.3% |
| 3M | +14.9% | +4.3% | +10.6% | +13.9% |
| 6M | +21.8% | +18.9% | +2.9% | +18.2% |
| YTD | -5.0% | +18.8% | -23.8% | -10.1% |
| 1Y | -1.2% | +24.0% | -25.1% | -8.6% |
| All | -1.2% | +24.1% | -25.3% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling