+503.6%
IBKR vs VRTX
+171.2%
+332.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | -1.3% | -5.6% | +4.3% | -0.3% |
| 30D | -0.2% | -2.0% | +1.7% | +0.1% |
| 3M | +3.0% | +15.8% | -12.9% | +0.1% |
| 6M | +33.9% | +4.7% | +29.2% | +32.4% |
| YTD | +42.5% | +13.7% | +28.8% | +38.7% |
| 1Y | +44.9% | +29.7% | +15.2% | +37.9% |
| 3Y | +293.0% | +48.4% | +244.6% | +257.3% |
| All | +503.6% | +171.2% | +332.4% | +362.2% |
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 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