+164.1%
MAR vs VRTX
+186.6%
-22.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +0.2% | -0.4% | +0.6% | +0.3% |
| 30D | +14.0% | +8.0% | +6.0% | +12.3% |
| 3M | +18.1% | +11.0% | +7.1% | +15.5% |
| 6M | +18.6% | +28.2% | -9.6% | +12.7% |
| YTD | +35.3% | +21.5% | +13.8% | +29.3% |
| 1Y | +44.5% | +34.5% | +9.9% | +35.3% |
| 3Y | +120.7% | +49.5% | +71.2% | +96.2% |
| 5Y | +164.1% | +188.3% | -24.2% | +102.5% |
| All | +164.1% | +186.6% | -22.5% | +102.5% |
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