+2,683.6%
MUU vs VRTX
+11.5%
+2,672.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +6.3% |
| 7D | +15.0% | -6.4% | +21.4% | +18.9% |
| 30D | +36.8% | -0.5% | +37.3% | +36.0% |
| 3M | -8.5% | +16.9% | -25.4% | -19.1% |
| 6M | +320.7% | +13.1% | +307.7% | +275.4% |
| YTD | +599.7% | +14.9% | +584.7% | +520.2% |
| 1Y | +2,569.2% | +31.4% | +2,537.7% | +2,030.6% |
| All | +2,683.6% | +11.5% | +2,672.1% | +2,426.0% |
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