+274.2%
RCL vs VRTX
+44.2%
+229.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.2% |
| 7D | +6.5% | -2.1% | +8.6% | +7.0% |
| 30D | +15.9% | +8.2% | +7.7% | +14.0% |
| 3M | +2.7% | +13.0% | -10.4% | 0.0% |
| 6M | +15.2% | +27.9% | -12.7% | +8.9% |
| YTD | +19.2% | +20.7% | -1.4% | +14.0% |
| 1Y | +31.6% | +31.4% | +0.2% | +24.1% |
| 3Y | +274.2% | +41.8% | +232.4% | +259.7% |
| All | +274.2% | +44.2% | +229.9% | +259.7% |
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 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