-6.1%
PATH vs VRTX
+54.9%
-61.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.1% | -14.5% | -16.2% |
| 7D | -16.3% | +0.8% | -17.1% | -16.4% |
| 30D | +9.9% | +12.6% | -2.7% | +7.5% |
| 3M | +30.2% | +23.6% | +6.5% | +25.4% |
| 6M | +37.2% | +14.3% | +22.9% | +33.9% |
| YTD | -7.3% | +20.5% | -27.8% | -10.5% |
| 1Y | +40.0% | +37.6% | +2.4% | +31.5% |
| All | -6.1% | +54.9% | -61.0% | -15.9% |
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