+7,803.1%
NEE vs VRTX
+11,704.9%
-3,901.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.2% |
| 7D | -2.1% | -1.6% | -0.6% | -2.0% |
| 30D | +8.6% | +8.0% | +0.6% | +8.1% |
| 3M | -0.3% | +4.3% | -4.6% | -0.6% |
| 6M | -8.9% | +18.9% | -27.8% | -10.0% |
| YTD | +8.3% | +18.8% | -10.5% | +7.0% |
| 1Y | +4.3% | +24.0% | -19.7% | +2.7% |
| 3Y | +70.7% | +42.1% | +28.6% | +66.0% |
| 5Y | +12.8% | +187.6% | -174.8% | +5.1% |
| 10Y | +287.2% | +485.4% | -198.2% | +246.2% |
| All | +7,803.1% | +11,704.9% | -3,901.8% | +6,060.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling