+5,778.3%
MU vs VRTX
+452.7%
+5,325.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.5% | -0.4% |
| 7D | +7.2% | -3.4% | +10.6% | +8.5% |
| 30D | +14.0% | +6.6% | +7.4% | +10.8% |
| 3M | +5.4% | +19.4% | -14.0% | -2.3% |
| 6M | +170.3% | +15.8% | +154.5% | +151.9% |
| YTD | +250.7% | +16.7% | +234.0% | +225.6% |
| 1Y | +662.1% | +33.8% | +628.3% | +568.2% |
| 3Y | +1,341.2% | +54.2% | +1,287.0% | +1,058.4% |
| 5Y | +1,319.3% | +176.4% | +1,143.0% | +775.0% |
| 10Y | +5,778.3% | +443.5% | +5,334.8% | +3,220.3% |
| All | +5,778.3% | +452.7% | +5,325.6% | +3,220.3% |
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