+165.7%
SLV vs VRTX
+178.3%
-12.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.9% |
| 7D | -0.3% | +0.8% | -1.2% | -0.4% |
| 30D | +6.7% | +12.6% | -6.0% | +5.0% |
| 3M | -10.7% | +23.6% | -34.3% | -13.2% |
| 6M | -20.6% | +14.3% | -34.9% | -22.1% |
| YTD | -7.1% | +20.5% | -27.6% | -9.2% |
| 1Y | +62.0% | +37.6% | +24.4% | +56.9% |
| 3Y | +169.8% | +55.5% | +114.3% | +154.5% |
| All | +165.7% | +178.3% | -12.6% | +147.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling