+14,729.7%
INTU vs VRTX
+14,249.9%
+479.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.6% | -3.9% |
| 7D | +0.1% | -2.1% | +2.2% | +0.5% |
| 30D | +15.4% | +8.2% | +7.2% | +13.8% |
| 3M | +6.6% | +13.0% | -6.4% | +4.1% |
| 6M | -11.3% | +27.9% | -39.2% | -15.5% |
| YTD | -47.7% | +20.7% | -68.4% | -49.8% |
| 1Y | -47.0% | +31.4% | -78.5% | -49.9% |
| 3Y | -29.9% | +41.8% | -71.8% | -35.7% |
| 5Y | -42.2% | +183.7% | -225.9% | -53.4% |
| 10Y | +251.7% | +592.9% | -341.2% | +138.6% |
| All | +14,729.7% | +14,249.9% | +479.8% | +5,068.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling