+14,280.4%
INTU vs VRTX
+14,224.5%
+56.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.2% | -3.0% |
| 7D | -7.1% | +0.8% | -7.9% | -7.2% |
| 30D | +1.5% | +12.6% | -11.2% | -0.8% |
| 3M | +10.7% | +23.6% | -13.0% | +6.2% |
| 6M | -23.8% | +14.3% | -38.1% | -26.1% |
| YTD | -49.3% | +20.5% | -69.8% | -51.3% |
| 1Y | -49.7% | +37.6% | -87.2% | -52.9% |
| 3Y | -38.0% | +55.5% | -93.6% | -44.1% |
| 5Y | -38.7% | +175.7% | -214.5% | -50.4% |
| 10Y | +221.3% | +474.2% | -252.9% | +124.6% |
| All | +14,280.4% | +14,224.5% | +56.0% | +4,912.6% |
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