+7,646.2%
NEE vs VRTX
+11,869.8%
-4,223.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.6% |
| 7D | +1.9% | +0.8% | +1.1% | +1.9% |
| 30D | -2.2% | +12.6% | -14.8% | -2.9% |
| 3M | -1.2% | +23.6% | -24.8% | -2.5% |
| 6M | -8.6% | +14.3% | -22.8% | -9.4% |
| YTD | +6.2% | +20.5% | -14.3% | +4.8% |
| 1Y | +21.1% | +37.6% | -16.5% | +18.5% |
| 3Y | +36.4% | +55.5% | -19.2% | +31.9% |
| 5Y | +11.4% | +175.7% | -164.4% | +4.0% |
| 10Y | +250.0% | +474.2% | -224.2% | +212.9% |
| All | +7,646.2% | +11,869.8% | -4,223.6% | +5,934.7% |
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