+436.6%
GE vs VRTX
+178.3%
+258.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.6% |
| 7D | -1.6% | +0.8% | -2.4% | -1.8% |
| 30D | -11.6% | +12.6% | -24.2% | -14.1% |
| 3M | +3.0% | +23.6% | -20.6% | -2.2% |
| 6M | -0.5% | +14.3% | -14.8% | -3.9% |
| YTD | +9.7% | +20.5% | -10.7% | +4.6% |
| 1Y | +20.0% | +37.6% | -17.5% | +10.9% |
| 3Y | +275.8% | +55.5% | +220.3% | +227.2% |
| All | +436.6% | +178.3% | +258.2% | +321.8% |
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