+494.2%
FIX vs VRTX
+44.3%
+449.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.6% | -1.3% |
| 7D | +9.4% | -1.6% | +11.0% | +9.6% |
| 30D | -27.8% | +8.0% | -35.8% | -28.5% |
| 3M | -35.6% | +4.3% | -39.8% | -36.0% |
| 6M | -45.2% | +18.9% | -64.1% | -47.0% |
| YTD | +19.5% | +18.8% | +0.7% | +15.5% |
| 1Y | +24.2% | +24.0% | +0.3% | +19.3% |
| 3Y | +494.2% | +42.1% | +452.0% | +461.1% |
| All | +494.2% | +44.3% | +449.8% | +461.1% |
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