+3,121.8%
MAR vs VRTX
+3,264.1%
-142.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +0.2% | -0.4% | +0.6% | +0.3% |
| 30D | +14.0% | +8.0% | +6.0% | +12.8% |
| 3M | +18.1% | +11.0% | +7.1% | +16.3% |
| 6M | +18.6% | +28.2% | -9.6% | +14.4% |
| YTD | +35.3% | +21.5% | +13.8% | +31.1% |
| 1Y | +44.5% | +34.5% | +9.9% | +38.1% |
| 3Y | +120.7% | +49.5% | +71.2% | +105.6% |
| 5Y | +164.1% | +188.3% | -24.2% | +123.7% |
| 10Y | +515.5% | +493.1% | +22.4% | +361.2% |
| All | +3,121.8% | +3,264.1% | -142.3% | +1,515.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling