+142.4%
GILD vs VRTX
+171.2%
-28.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | -4.8% | -5.6% | +0.8% | -3.0% |
| 30D | +5.8% | -2.0% | +7.7% | +6.5% |
| 3M | +14.9% | +15.8% | -0.9% | +9.6% |
| 6M | -0.4% | +4.7% | -5.0% | -2.1% |
| YTD | +18.5% | +13.7% | +4.8% | +13.4% |
| 1Y | +25.1% | +29.7% | -4.6% | +14.9% |
| 3Y | +105.9% | +48.4% | +57.4% | +74.4% |
| All | +142.4% | +171.2% | -28.7% | +80.3% |
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