+245.4%
NEE vs VRTX
+450.9%
-205.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | -1.9% | -7.8% | +5.9% | -0.5% |
| 30D | -3.1% | -2.8% | -0.3% | -2.7% |
| 3M | -2.4% | +18.1% | -20.5% | -5.6% |
| 6M | -8.6% | +3.1% | -11.7% | -9.4% |
| YTD | +4.9% | +13.5% | -8.6% | +1.9% |
| 1Y | +19.4% | +32.4% | -13.0% | +12.4% |
| 3Y | +34.9% | +50.0% | -15.1% | +21.6% |
| 5Y | +11.0% | +172.9% | -161.8% | -10.9% |
| All | +245.4% | +450.9% | -205.5% | +199.9% |
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