-25.1%
NOW vs VRTX
+187.6%
-212.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | +0.3% | -1.6% | +1.8% | +0.6% |
| 30D | -27.0% | +8.0% | -35.0% | -28.5% |
| 3M | -19.6% | +4.3% | -23.9% | -20.7% |
| 6M | +17.5% | +18.9% | -1.4% | +12.4% |
| YTD | -33.3% | +18.8% | -52.1% | -36.4% |
| 1Y | -39.8% | +24.0% | -63.8% | -43.4% |
| 3Y | -19.9% | +42.1% | -62.1% | -29.6% |
| All | -25.1% | +187.6% | -212.7% | -40.8% |
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 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