+73.2%
MAR vs VRTX
+57.9%
+15.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.3% | +0.4% |
| 7D | -4.2% | +0.8% | -5.0% | -4.3% |
| 30D | -6.7% | +12.6% | -19.3% | -8.3% |
| 3M | -12.5% | +23.6% | -36.1% | -15.2% |
| 6M | +0.6% | +14.3% | -13.7% | -1.6% |
| YTD | +9.1% | +20.5% | -11.3% | +5.8% |
| 1Y | +26.2% | +37.6% | -11.4% | +20.0% |
| All | +73.2% | +57.9% | +15.2% | +58.2% |
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 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