-81.1%
PATH vs VRTX
+145.7%
-226.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.5% | -3.4% |
| 7D | -5.6% | +0.5% | -6.1% | -5.7% |
| 30D | -0.7% | +8.0% | -8.7% | -2.8% |
| 3M | -5.9% | +11.9% | -17.8% | -8.6% |
| 6M | +21.6% | +27.8% | -6.3% | +13.9% |
| YTD | -20.6% | +19.7% | -40.3% | -24.6% |
| 1Y | -10.6% | +30.1% | -40.7% | -17.1% |
| 3Y | -24.9% | +44.2% | -69.1% | -34.8% |
| 5Y | -76.8% | +181.3% | -258.1% | -82.8% |
| All | -81.1% | +145.7% | -226.9% | -86.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling