+275.2%
RTX vs VRTX
+452.7%
-177.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.4% |
| 7D | -3.1% | -3.4% | +0.3% | -2.5% |
| 30D | -10.6% | +6.6% | -17.2% | -11.7% |
| 3M | +11.6% | +19.4% | -7.8% | +8.0% |
| 6M | -4.5% | +15.8% | -20.3% | -7.3% |
| YTD | +9.6% | +16.7% | -7.1% | +6.0% |
| 1Y | +30.8% | +33.8% | -3.0% | +23.3% |
| 3Y | +152.8% | +54.2% | +98.7% | +126.8% |
| 5Y | +167.1% | +176.4% | -9.3% | +112.0% |
| 10Y | +275.2% | +443.5% | -168.4% | +182.4% |
| All | +275.2% | +452.7% | -177.6% | +182.4% |
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