+1,449.6%
NET vs VRTX
+215.4%
+1,234.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.2% | -1.2% |
| 7D | -7.0% | +0.8% | -7.8% | -7.3% |
| 30D | -4.8% | +12.6% | -17.4% | -9.2% |
| 3M | +3.8% | +23.6% | -19.8% | -4.9% |
| 6M | +50.0% | +14.3% | +35.8% | +40.8% |
| YTD | +41.5% | +20.5% | +21.0% | +29.6% |
| 1Y | +32.8% | +37.6% | -4.8% | +14.7% |
| 3Y | +335.9% | +55.5% | +280.3% | +230.9% |
| 5Y | +113.8% | +175.7% | -61.9% | +21.6% |
| All | +1,449.6% | +215.4% | +1,234.2% | +732.7% |
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