+10.9%
NEE vs VRTX
+175.7%
-164.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.6% | +1.1% |
| 7D | +1.1% | -3.4% | +4.5% | +1.8% |
| 30D | -0.2% | +6.6% | -6.8% | -1.6% |
| 3M | +0.5% | +19.4% | -18.9% | -3.3% |
| 6M | -6.5% | +15.8% | -22.3% | -9.7% |
| YTD | +6.7% | +16.7% | -10.0% | +2.7% |
| 1Y | +23.6% | +33.8% | -10.2% | +15.2% |
| 3Y | +37.1% | +54.2% | -17.0% | +18.4% |
| 5Y | +10.9% | +176.4% | -165.4% | -16.2% |
| All | +10.9% | +175.7% | -164.8% | -16.2% |
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