+424.8%
FLEX vs VRTX
+187.6%
+237.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.9% |
| 7D | +7.5% | -1.6% | +9.0% | +7.7% |
| 30D | -25.3% | +8.0% | -33.3% | -26.3% |
| 3M | -39.7% | +4.3% | -44.0% | -40.3% |
| 6M | -47.9% | +18.9% | -66.7% | -49.8% |
| YTD | +24.1% | +18.8% | +5.3% | +18.9% |
| 1Y | +26.0% | +24.0% | +2.0% | +19.4% |
| 3Y | +282.7% | +42.1% | +240.5% | +243.1% |
| All | +424.8% | +187.6% | +237.2% | +280.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling