+235.3%
INTU vs VRTX
+519.5%
-284.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.2% |
| 7D | -3.9% | -0.4% | -3.5% | -3.8% |
| 30D | +11.7% | +8.0% | +3.7% | +8.8% |
| 3M | +4.5% | +11.0% | -6.6% | +0.7% |
| 6M | -13.9% | +28.2% | -42.0% | -21.3% |
| YTD | -48.2% | +21.5% | -69.7% | -52.1% |
| 1Y | -47.1% | +34.5% | -81.7% | -53.0% |
| 3Y | -32.5% | +49.5% | -82.0% | -44.6% |
| 5Y | -42.6% | +188.3% | -230.8% | -63.9% |
| 10Y | +235.3% | +493.1% | -257.8% | +98.5% |
| All | +235.3% | +519.5% | -284.2% | +98.5% |
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