+218.9%
SLV vs VRTX
+452.7%
-233.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.4% |
| 7D | +2.5% | -3.4% | +5.9% | +2.9% |
| 30D | +3.3% | +6.6% | -3.4% | +2.5% |
| 3M | -3.6% | +19.4% | -23.0% | -5.5% |
| 6M | -21.8% | +15.8% | -37.6% | -23.1% |
| YTD | -7.8% | +16.7% | -24.5% | -9.3% |
| 1Y | +58.3% | +33.8% | +24.5% | +53.8% |
| 3Y | +182.6% | +54.2% | +128.4% | +167.9% |
| 5Y | +167.8% | +176.4% | -8.6% | +139.2% |
| 10Y | +218.9% | +443.5% | -224.7% | +178.5% |
| All | +218.9% | +452.7% | -233.9% | +178.5% |
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