+112.5%
NET vs VRTX
+178.3%
-65.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.2% | -1.3% |
| 7D | -7.0% | +0.8% | -7.8% | -7.2% |
| 30D | -4.8% | +12.6% | -17.4% | -8.5% |
| 3M | +3.8% | +23.6% | -19.8% | -3.6% |
| 6M | +50.0% | +14.3% | +35.8% | +42.4% |
| YTD | +41.5% | +20.5% | +21.0% | +31.5% |
| 1Y | +32.8% | +37.6% | -4.8% | +17.2% |
| 3Y | +335.9% | +55.5% | +280.3% | +229.6% |
| All | +112.5% | +178.3% | -65.9% | +33.0% |
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