+284.1%
SHW vs VRTX
+441.1%
-157.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.3% |
| 7D | -3.2% | -6.4% | +3.2% | -1.6% |
| 30D | -11.4% | -0.5% | -10.9% | -11.3% |
| 3M | +3.5% | +16.9% | -13.4% | -0.5% |
| 6M | -3.4% | +13.1% | -16.4% | -6.5% |
| YTD | -0.3% | +14.9% | -15.3% | -4.2% |
| 1Y | -10.4% | +31.4% | -41.9% | -16.9% |
| 3Y | +21.3% | +51.9% | -30.6% | +5.9% |
| 5Y | +12.9% | +177.1% | -164.2% | -16.9% |
| 10Y | +284.1% | +456.3% | -172.2% | +163.5% |
| All | +284.1% | +441.1% | -157.0% | +163.5% |
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