-10.4%
RKT vs VRTX
+31.2%
-41.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.4% | +5.2% | +7.2% |
| 7D | +29.7% | +3.7% | +26.1% | +27.8% |
| 30D | +28.5% | +9.0% | +19.5% | +24.2% |
| 3M | +6.4% | +14.7% | -8.3% | +0.9% |
| 6M | +7.1% | +27.7% | -20.6% | -2.2% |
| YTD | -22.5% | +21.1% | -43.6% | -26.6% |
| 1Y | -10.4% | +30.2% | -40.6% | -17.3% |
| All | -10.4% | +31.2% | -41.6% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling