+51.3%
GEV vs VRTX
+32.7%
+18.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | +1.6% | -5.6% | +7.2% | +2.3% |
| 30D | -7.9% | -2.0% | -6.0% | -7.8% |
| 3M | +5.6% | +15.8% | -10.2% | +2.7% |
| 6M | +13.1% | +4.7% | +8.4% | +11.4% |
| YTD | +46.7% | +13.7% | +33.0% | +43.6% |
| 1Y | +51.3% | +29.7% | +21.6% | +47.6% |
| All | +51.3% | +32.7% | +18.6% | +47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling