+34.1%
LMT vs VRTX
+24.1%
+10.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.3% |
| 7D | +5.1% | -1.6% | +6.7% | +5.2% |
| 30D | +14.1% | +8.0% | +6.1% | +13.2% |
| 3M | +0.3% | +4.3% | -4.0% | -0.4% |
| 6M | +16.1% | +18.9% | -2.8% | +13.8% |
| YTD | +25.5% | +18.8% | +6.7% | +21.7% |
| 1Y | +34.1% | +24.0% | +10.2% | +29.3% |
| All | +34.1% | +24.1% | +10.0% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling