+213.2%
RSP vs VRTX
+481.1%
-268.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.7% | +3.2% | -2.5% | 0.0% |
| 30D | +3.7% | +7.4% | -3.7% | +2.0% |
| 3M | +0.7% | +4.6% | -3.9% | -0.5% |
| 6M | +9.0% | +27.5% | -18.4% | +2.9% |
| YTD | +16.7% | +20.9% | -4.2% | +11.0% |
| 1Y | +19.0% | +30.1% | -11.1% | +11.1% |
| 3Y | +64.7% | +46.6% | +18.1% | +46.1% |
| 5Y | +49.6% | +191.6% | -142.0% | +11.0% |
| All | +213.2% | +481.1% | -268.0% | +118.8% |
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