+233.5%
INTU vs VRTX
+480.2%
-246.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -3.9% | -0.4% | -3.6% | -3.8% |
| 30D | +12.0% | +7.9% | +4.1% | +9.1% |
| 3M | +2.3% | +3.3% | -1.0% | +1.1% |
| 6M | -12.1% | +25.7% | -37.8% | -19.2% |
| YTD | -47.5% | +20.7% | -68.2% | -51.4% |
| 1Y | -46.9% | +27.4% | -74.3% | -51.8% |
| 3Y | -33.5% | +46.4% | -79.9% | -45.0% |
| 5Y | -41.2% | +194.3% | -235.5% | -63.4% |
| 10Y | +233.5% | +494.6% | -261.1% | +96.8% |
| All | +233.5% | +480.2% | -246.7% | +96.8% |
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