+152.0%
GE vs VRTX
+441.1%
-289.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.4% | -2.5% |
| 7D | -1.2% | -6.4% | +5.2% | +0.2% |
| 30D | -11.3% | -0.5% | -10.7% | -11.3% |
| 3M | -1.4% | +16.9% | -18.3% | -4.9% |
| 6M | +1.2% | +13.1% | -11.9% | -1.7% |
| YTD | +5.9% | +14.9% | -9.0% | +2.3% |
| 1Y | +18.4% | +31.4% | -13.0% | +10.9% |
| 3Y | +271.0% | +51.9% | +219.1% | +230.1% |
| 5Y | +417.9% | +177.1% | +240.9% | +301.2% |
| 10Y | +152.0% | +456.3% | -304.3% | +85.2% |
| All | +152.0% | +441.1% | -289.1% | +85.2% |
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