+122.3%
SLV vs VRTX
+44.2%
+78.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.3% |
| 7D | +5.1% | -2.1% | +7.2% | +5.4% |
| 30D | -12.9% | +8.2% | -21.1% | -14.1% |
| 3M | -16.1% | +13.0% | -29.1% | -17.8% |
| 6M | -33.2% | +27.9% | -61.1% | -35.8% |
| YTD | -27.2% | +20.7% | -47.9% | -29.2% |
| 1Y | +7.6% | +31.4% | -23.8% | +4.4% |
| 3Y | +122.3% | +41.8% | +80.5% | +103.3% |
| All | +122.3% | +44.2% | +78.1% | +103.3% |
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