+215.4%
IONQ vs VRTX
+129.9%
+85.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | +15.3% | -0.4% | +15.7% | +15.6% |
| 30D | -6.1% | +7.9% | -14.0% | -8.8% |
| 3M | -21.6% | +3.3% | -24.9% | -22.7% |
| 6M | -40.1% | +25.7% | -65.8% | -45.4% |
| YTD | -24.1% | +20.7% | -44.8% | -29.9% |
| 1Y | -37.4% | +27.4% | -64.9% | -43.5% |
| 3Y | +219.5% | +46.4% | +173.1% | +162.0% |
| 5Y | +76.9% | +194.3% | -117.4% | +13.0% |
| All | +215.4% | +129.9% | +85.4% | +106.0% |
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 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