+460.5%
LRCX vs VRTX
+175.1%
+285.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.0% |
| 7D | +9.5% | -6.4% | +15.9% | +11.5% |
| 30D | +3.1% | -0.5% | +3.6% | +2.9% |
| 3M | -3.4% | +16.9% | -20.3% | -8.7% |
| 6M | +49.7% | +13.1% | +36.6% | +42.5% |
| YTD | +84.9% | +14.9% | +69.9% | +74.8% |
| 1Y | +200.8% | +31.4% | +169.4% | +171.8% |
| 3Y | +385.1% | +51.9% | +333.1% | +302.2% |
| 5Y | +460.5% | +177.1% | +283.4% | +237.7% |
| All | +460.5% | +175.1% | +285.4% | +237.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling