+526.8%
MSTR vs VRTX
+482.4%
+44.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.4% |
| 7D | -10.7% | +3.2% | -14.0% | -11.6% |
| 30D | -21.6% | +7.4% | -29.0% | -23.5% |
| 3M | +24.4% | +4.6% | +19.8% | +22.4% |
| 6M | -35.5% | +27.5% | -62.9% | -40.6% |
| YTD | -20.3% | +20.9% | -41.2% | -25.3% |
| 1Y | -49.3% | +30.1% | -79.4% | -53.6% |
| 3Y | +137.8% | +46.6% | +91.1% | +103.7% |
| 5Y | +48.3% | +191.6% | -143.3% | +6.8% |
| 10Y | +526.8% | +474.5% | +52.2% | +308.9% |
| All | +526.8% | +482.4% | +44.4% | +308.9% |
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