+211.8%
GDXJ vs VRTX
+450.9%
-239.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.7% |
| 7D | -6.2% | -7.8% | +1.6% | -4.7% |
| 30D | +4.6% | -2.8% | +7.5% | +5.3% |
| 3M | +31.3% | +18.1% | +13.2% | +27.2% |
| 6M | -10.7% | +3.1% | -13.8% | -11.2% |
| YTD | +9.1% | +13.5% | -4.4% | +6.6% |
| 1Y | +44.1% | +32.4% | +11.7% | +36.9% |
| 3Y | +285.4% | +50.0% | +235.4% | +249.2% |
| 5Y | +228.4% | +172.9% | +55.5% | +164.7% |
| All | +211.8% | +450.9% | -239.1% | +141.1% |
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 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