+156.4%
MAR vs VRTX
+175.7%
-19.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.7% |
| 7D | -1.7% | -3.4% | +1.7% | -1.1% |
| 30D | -6.9% | +6.6% | -13.5% | -8.1% |
| 3M | -15.8% | +19.4% | -35.2% | -18.8% |
| 6M | +1.9% | +15.8% | -13.9% | -1.2% |
| YTD | +6.6% | +16.7% | -10.1% | +2.9% |
| 1Y | +23.7% | +33.8% | -10.1% | +16.1% |
| 3Y | +64.6% | +54.2% | +10.4% | +45.2% |
| 5Y | +156.4% | +176.4% | -20.0% | +106.5% |
| All | +156.4% | +175.7% | -19.4% | +106.5% |
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