+145.4%
SBUX vs VRTX
+487.7%
-342.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.2% |
| 7D | +1.0% | 0.0% | +1.0% | +1.0% |
| 30D | +16.6% | +11.8% | +4.8% | +13.7% |
| 3M | -0.6% | +3.2% | -3.8% | -1.4% |
| 6M | +1.8% | +21.0% | -19.2% | -2.8% |
| YTD | +29.7% | +19.7% | +10.0% | +23.7% |
| 1Y | +26.1% | +25.0% | +1.1% | +19.0% |
| 3Y | +10.3% | +45.2% | -35.0% | -2.3% |
| 5Y | +7.6% | +189.7% | -182.1% | -20.7% |
| All | +145.4% | +487.7% | -342.3% | +74.1% |
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