+364.4%
IGV vs VRTX
+441.1%
-76.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -1.5% | -6.4% | +4.9% | +0.4% |
| 30D | -3.0% | -0.5% | -2.5% | -3.0% |
| 3M | +9.6% | +16.9% | -7.3% | +4.4% |
| 6M | +16.1% | +13.1% | +3.0% | +11.2% |
| YTD | -3.6% | +14.9% | -18.6% | -8.4% |
| 1Y | -7.8% | +31.4% | -39.3% | -16.1% |
| 3Y | +40.0% | +51.9% | -11.9% | +17.5% |
| 5Y | +21.2% | +177.1% | -155.8% | -17.9% |
| 10Y | +364.4% | +456.3% | -91.9% | +190.1% |
| All | +364.4% | +441.1% | -76.7% | +190.1% |
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