+158.6%
GE vs VRTX
+480.2%
-321.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +4.0% | -0.4% | +4.4% | +4.1% |
| 30D | +11.1% | +7.9% | +3.2% | +9.1% |
| 3M | -6.7% | +3.3% | -10.0% | -7.6% |
| 6M | +14.3% | +25.7% | -11.4% | +8.3% |
| YTD | +11.7% | +20.7% | -8.9% | +6.6% |
| 1Y | +10.9% | +27.4% | -16.5% | +4.5% |
| 3Y | +279.0% | +46.4% | +232.6% | +239.4% |
| 5Y | +427.0% | +194.3% | +232.7% | +301.3% |
| 10Y | +158.6% | +494.6% | -336.0% | +89.1% |
| All | +158.6% | +480.2% | -321.7% | +89.1% |
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