+95.1%
META vs VRTX
+44.2%
+50.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | -0.8% | -2.1% | +1.3% | -0.6% |
| 30D | -15.4% | +8.2% | -23.6% | -16.1% |
| 3M | +3.5% | +13.0% | -9.5% | +2.0% |
| 6M | -0.3% | +27.9% | -28.2% | -3.6% |
| YTD | -7.3% | +20.7% | -28.0% | -9.8% |
| 1Y | -1.1% | +31.4% | -32.5% | -5.0% |
| 3Y | +95.1% | +41.8% | +53.2% | +89.8% |
| All | +95.1% | +44.2% | +50.8% | +89.8% |
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