+185.7%
IONQ vs VRTX
+128.1%
+57.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.8% | -8.6% | -9.1% |
| 7D | +16.8% | 0.0% | +16.7% | +16.9% |
| 30D | -11.1% | +11.8% | -23.0% | -14.8% |
| 3M | -31.7% | +3.2% | -34.9% | -32.6% |
| 6M | -44.8% | +21.0% | -65.8% | -48.9% |
| YTD | -31.2% | +19.7% | -50.9% | -36.3% |
| 1Y | -39.1% | +25.0% | -64.1% | -44.6% |
| 3Y | +189.5% | +45.2% | +144.3% | +138.1% |
| 5Y | +53.2% | +189.7% | -136.6% | -1.7% |
| All | +185.7% | +128.1% | +57.7% | +87.2% |
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