+202.0%
IONQ vs VRTX
+130.0%
+72.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.8% | +22.6% | +23.1% |
| 7D | +8.6% | -2.1% | +10.7% | +9.4% |
| 30D | -21.1% | +8.2% | -29.3% | -23.4% |
| 3M | -17.9% | +13.0% | -30.9% | -21.7% |
| 6M | -37.9% | +27.9% | -65.9% | -43.7% |
| YTD | -27.3% | +20.7% | -48.0% | -32.8% |
| 1Y | -43.2% | +31.4% | -74.6% | -49.4% |
| 3Y | +191.0% | +41.8% | +149.2% | +142.0% |
| 5Y | +69.3% | +183.7% | -114.4% | +9.2% |
| All | +202.0% | +130.0% | +72.1% | +97.2% |
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 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