+1,980.5%
NOW vs VRTX
+919.0%
+1,061.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.2% | -4.7% | -5.6% |
| 7D | -6.7% | +0.5% | -7.1% | -6.9% |
| 30D | -25.8% | +8.0% | -33.8% | -27.6% |
| 3M | -12.7% | +11.9% | -24.6% | -15.6% |
| 6M | +11.2% | +27.8% | -16.6% | +3.4% |
| YTD | -33.2% | +19.7% | -52.8% | -37.0% |
| 1Y | -41.8% | +30.1% | -71.9% | -46.5% |
| 3Y | -15.7% | +44.2% | -59.9% | -26.5% |
| 5Y | -26.0% | +181.3% | -207.3% | -47.2% |
| 10Y | +515.1% | +587.1% | -72.0% | +256.2% |
| All | +1,980.5% | +919.0% | +1,061.5% | +1,152.1% |
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