+1,796.7%
PWR vs VRTX
+482.4%
+1,314.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -11.2% | +3.2% | -14.5% | -11.8% |
| 30D | -17.4% | +7.4% | -24.8% | -18.8% |
| 3M | -11.7% | +4.6% | -16.3% | -12.9% |
| 6M | -21.7% | +27.5% | -49.2% | -26.2% |
| YTD | +38.3% | +20.9% | +17.4% | +31.5% |
| 1Y | +29.6% | +30.1% | -0.5% | +21.1% |
| 3Y | +236.1% | +46.6% | +189.5% | +198.8% |
| 5Y | +406.3% | +191.6% | +214.8% | +281.9% |
| 10Y | +1,796.7% | +474.5% | +1,322.2% | +1,256.7% |
| All | +1,796.7% | +482.4% | +1,314.3% | +1,256.7% |
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 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