+98.5%
FLEX vs VRTX
+37.4%
+61.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.4% |
| 7D | -0.9% | +0.8% | -1.7% | -0.9% |
| 30D | -10.1% | +12.6% | -22.8% | -9.8% |
| 3M | -31.3% | +23.6% | -55.0% | -31.8% |
| 6M | +71.3% | +14.3% | +57.0% | +70.5% |
| YTD | +81.2% | +20.5% | +60.8% | +79.7% |
| 1Y | +98.5% | +37.6% | +60.9% | +95.7% |
| All | +98.5% | +37.4% | +61.1% | +95.7% |
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