-16.3%
NOW vs VRTX
+44.2%
-60.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -3.0% | -2.1% | -0.9% | -2.7% |
| 30D | -26.0% | +8.2% | -34.2% | -27.2% |
| 3M | -13.1% | +13.0% | -26.1% | -15.0% |
| 6M | +14.5% | +27.9% | -13.4% | +9.8% |
| YTD | -33.4% | +20.7% | -54.1% | -35.7% |
| 1Y | -40.6% | +31.4% | -72.1% | -43.6% |
| 3Y | -16.3% | +41.8% | -58.1% | -19.8% |
| All | -16.3% | +44.2% | -60.6% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling