+48.5%
LMT vs VRTX
+46.6%
+1.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | +2.5% | -0.4% | +2.9% | +2.5% |
| 30D | +19.2% | +7.9% | +11.3% | +18.5% |
| 3M | +2.7% | +3.3% | -0.6% | +2.4% |
| 6M | +20.6% | +25.7% | -5.1% | +18.7% |
| YTD | +28.4% | +20.7% | +7.8% | +26.4% |
| 1Y | +36.9% | +27.4% | +9.5% | +34.3% |
| All | +48.5% | +46.6% | +1.9% | +46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling