+327.3%
GDX vs VRTX
+487.7%
-160.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.1% | -3.8% |
| 7D | -4.6% | 0.0% | -4.6% | -4.5% |
| 30D | -6.2% | +11.8% | -18.0% | -7.8% |
| 3M | -10.0% | +3.2% | -13.2% | -10.5% |
| 6M | -15.8% | +21.0% | -36.8% | -18.1% |
| YTD | -4.6% | +19.7% | -24.3% | -7.0% |
| 1Y | +4.0% | +25.0% | -21.0% | +0.7% |
| 3Y | +211.1% | +45.2% | +165.9% | +191.0% |
| 5Y | +152.3% | +189.7% | -37.5% | +115.8% |
| All | +327.3% | +487.7% | -160.4% | +245.3% |
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 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