+116.0%
SLV vs VRTX
+44.3%
+71.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.1% |
| 7D | -5.8% | -1.6% | -4.3% | -5.6% |
| 30D | -12.1% | +8.0% | -20.2% | -13.3% |
| 3M | -24.1% | +4.3% | -28.4% | -24.7% |
| 6M | -44.4% | +18.9% | -63.3% | -46.0% |
| YTD | -31.5% | +18.8% | -50.3% | -33.1% |
| 1Y | -6.9% | +24.0% | -30.9% | -9.3% |
| 3Y | +116.0% | +42.1% | +73.9% | +98.9% |
| All | +116.0% | +44.3% | +71.7% | +98.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling