+379.0%
RCL vs VRTX
+519.5%
-140.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.8% |
| 7D | +5.0% | -0.4% | +5.4% | +5.1% |
| 30D | +19.4% | +8.0% | +11.4% | +16.8% |
| 3M | +5.9% | +11.0% | -5.1% | +2.6% |
| 6M | +23.8% | +28.2% | -4.4% | +14.9% |
| YTD | +22.8% | +21.5% | +1.3% | +15.5% |
| 1Y | +34.3% | +34.5% | -0.3% | +22.7% |
| 3Y | +276.4% | +49.5% | +227.0% | +224.4% |
| 5Y | +281.6% | +188.3% | +93.3% | +173.6% |
| 10Y | +379.0% | +493.1% | -114.1% | +218.0% |
| All | +379.0% | +519.5% | -140.5% | +218.0% |
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