+1,418.0%
QLD vs VRTX
+519.5%
+898.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.1% | +6.4% |
| 7D | -1.4% | -0.4% | -1.0% | -1.2% |
| 30D | -19.6% | +8.0% | -27.6% | -23.5% |
| 3M | -14.1% | +11.0% | -25.2% | -20.1% |
| 6M | -13.6% | +28.2% | -41.8% | -26.9% |
| YTD | +12.5% | +21.5% | -9.0% | -2.7% |
| 1Y | +13.1% | +34.5% | -21.4% | -8.4% |
| 3Y | +154.7% | +49.5% | +105.3% | +79.8% |
| 5Y | +81.1% | +188.3% | -107.2% | -18.5% |
| 10Y | +1,418.0% | +493.1% | +924.9% | +503.8% |
| All | +1,418.0% | +519.5% | +898.5% | +503.8% |
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