+54.2%
RGTI vs VRTX
+137.4%
-83.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | +0.5% | -5.6% | +6.1% | +2.4% |
| 30D | -17.1% | -2.0% | -15.1% | -16.7% |
| 3M | -26.0% | +15.8% | -41.8% | -30.2% |
| 6M | -9.9% | +4.7% | -14.5% | -11.9% |
| YTD | -31.1% | +13.7% | -44.8% | -34.7% |
| 1Y | -8.5% | +29.7% | -38.2% | -17.8% |
| 3Y | +652.2% | +48.4% | +603.8% | +570.0% |
| 5Y | +56.8% | +173.3% | -116.6% | +30.9% |
| All | +54.2% | +137.4% | -83.2% | +29.2% |
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