+606.9%
GEV vs VRTX
+22.4%
+584.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.7% |
| 7D | -1.9% | -7.8% | +5.9% | -1.3% |
| 30D | -8.7% | -2.8% | -5.8% | -8.5% |
| 3M | +6.6% | +18.1% | -11.5% | +4.7% |
| 6M | +10.2% | +3.1% | +7.1% | +9.5% |
| YTD | +41.6% | +13.5% | +28.1% | +39.7% |
| 1Y | +43.9% | +32.4% | +11.5% | +40.5% |
| All | +606.9% | +22.4% | +584.5% | +639.6% |
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