+13.0%
NEE vs VRTX
+190.2%
-177.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | -3.4% | 0.0% | -3.4% | -3.4% |
| 30D | +9.0% | +11.8% | -2.8% | +6.6% |
| 3M | +0.2% | +3.2% | -3.0% | -0.6% |
| 6M | -8.5% | +21.0% | -29.5% | -12.3% |
| YTD | +8.6% | +19.7% | -11.1% | +3.8% |
| 1Y | +2.2% | +25.0% | -22.8% | -3.3% |
| 3Y | +69.1% | +45.2% | +23.9% | +48.4% |
| 5Y | +13.0% | +189.7% | -176.7% | -16.9% |
| All | +13.0% | +190.2% | -177.1% | -16.9% |
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 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