+1,171.8%
MPC vs VRTX
+483.3%
+688.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.6% |
| 7D | +11.2% | -1.6% | +12.8% | +11.6% |
| 30D | -14.5% | +8.0% | -22.5% | -15.9% |
| 3M | +16.7% | +4.3% | +12.4% | +15.2% |
| 6M | +67.6% | +18.9% | +48.7% | +60.5% |
| YTD | +157.9% | +18.8% | +139.1% | +145.4% |
| 1Y | +116.7% | +24.0% | +92.7% | +103.8% |
| 3Y | +199.8% | +42.1% | +157.6% | +165.8% |
| 5Y | +604.4% | +187.6% | +416.8% | +409.7% |
| All | +1,171.8% | +483.3% | +688.4% | +724.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling