+5,669.9%
RCL vs VRTX
+13,577.3%
-7,907.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.2% |
| 7D | +6.5% | -2.1% | +8.6% | +6.9% |
| 30D | +15.9% | +8.2% | +7.7% | +14.3% |
| 3M | +2.7% | +13.0% | -10.4% | +0.4% |
| 6M | +15.2% | +27.9% | -12.7% | +10.3% |
| YTD | +19.2% | +20.7% | -1.4% | +15.1% |
| 1Y | +31.6% | +31.4% | +0.2% | +25.2% |
| 3Y | +274.2% | +41.8% | +232.4% | +246.9% |
| 5Y | +250.1% | +183.7% | +66.4% | +189.4% |
| 10Y | +388.4% | +592.9% | -204.5% | +241.8% |
| All | +5,669.9% | +13,577.3% | -7,907.3% | +2,503.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling