+582.3%
MPC vs VRTX
+191.0%
+391.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.2% | +3.6% | +3.4% |
| 7D | +2.6% | -0.4% | +3.0% | +2.6% |
| 30D | -12.2% | +7.9% | -20.1% | -12.9% |
| 3M | +20.1% | +3.3% | +16.8% | +19.5% |
| 6M | +60.6% | +25.7% | +34.9% | +55.7% |
| YTD | +150.6% | +20.7% | +129.9% | +143.1% |
| 1Y | +104.7% | +27.4% | +77.2% | +96.5% |
| 3Y | +194.5% | +46.4% | +148.1% | +169.1% |
| 5Y | +582.3% | +194.3% | +388.0% | +417.0% |
| All | +582.3% | +191.0% | +391.3% | +417.0% |
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 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