+145.0%
SBUX vs VRTX
+483.3%
-338.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.6% | 0.0% |
| 7D | +1.6% | -1.6% | +3.1% | +1.9% |
| 30D | +14.8% | +8.0% | +6.8% | +12.9% |
| 3M | -0.8% | +4.3% | -5.1% | -1.9% |
| 6M | +2.2% | +18.9% | -16.6% | -2.0% |
| YTD | +29.5% | +18.8% | +10.7% | +23.7% |
| 1Y | +27.0% | +24.0% | +3.1% | +20.1% |
| 3Y | +10.9% | +42.1% | -31.2% | -1.2% |
| 5Y | +7.4% | +187.6% | -180.1% | -20.7% |
| All | +145.0% | +483.3% | -338.4% | +74.0% |
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