-21.5%
NOW vs VRTX
+47.0%
-68.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.5% | -3.0% |
| 7D | -8.7% | +3.2% | -12.0% | -9.2% |
| 30D | -29.3% | +7.4% | -36.7% | -30.3% |
| 3M | -21.8% | +4.6% | -26.4% | -22.6% |
| 6M | +9.2% | +27.5% | -18.2% | +4.9% |
| YTD | -35.0% | +20.9% | -55.8% | -37.2% |
| 1Y | -42.5% | +30.1% | -72.6% | -45.3% |
| 3Y | -21.5% | +46.6% | -68.2% | -25.4% |
| All | -21.5% | +47.0% | -68.5% | -25.4% |
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