+4,271.9%
MU vs VRTX
+519.5%
+3,752.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.6% | +6.0% |
| 7D | -12.0% | -0.4% | -11.6% | -12.0% |
| 30D | -28.7% | +8.0% | -36.7% | -31.0% |
| 3M | -16.4% | +11.0% | -27.5% | -20.4% |
| 6M | -1.8% | +28.2% | -30.0% | -12.2% |
| YTD | +157.1% | +21.5% | +135.6% | +133.8% |
| 1Y | +208.5% | +34.5% | +174.0% | +168.5% |
| 3Y | +906.2% | +49.5% | +856.7% | +714.3% |
| 5Y | +893.4% | +188.3% | +705.1% | +492.6% |
| 10Y | +4,271.9% | +493.1% | +3,778.8% | +2,242.1% |
| All | +4,271.9% | +519.5% | +3,752.4% | +2,242.1% |
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