+86.2%
PSX vs VRTX
+32.9%
+53.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -1.0% |
| 7D | -7.8% | +3.2% | -11.0% | -7.5% |
| 30D | -9.9% | +7.4% | -17.3% | -9.0% |
| 3M | +16.9% | +4.6% | +12.4% | +17.8% |
| 6M | +48.0% | +27.5% | +20.5% | +51.7% |
| YTD | +98.3% | +20.9% | +77.5% | +100.9% |
| 1Y | +86.2% | +30.1% | +56.1% | +84.7% |
| All | +86.2% | +32.9% | +53.3% | +84.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling