+175.9%
SLV vs VRTX
+519.5%
-343.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.6% |
| 7D | +5.6% | -0.4% | +6.1% | +5.7% |
| 30D | -12.1% | +8.0% | -20.1% | -12.9% |
| 3M | -16.3% | +11.0% | -27.3% | -17.3% |
| 6M | -34.1% | +28.2% | -62.2% | -35.9% |
| YTD | -25.3% | +21.5% | -46.8% | -26.9% |
| 1Y | +9.6% | +34.5% | -24.9% | +6.3% |
| 3Y | +132.7% | +49.5% | +83.2% | +121.0% |
| 5Y | +113.7% | +188.3% | -74.6% | +90.0% |
| 10Y | +175.9% | +493.1% | -317.2% | +133.6% |
| All | +175.9% | +519.5% | -343.6% | +133.6% |
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