+333.1%
SLV vs VRTX
+1,431.9%
-1,098.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -1.1% |
| 7D | -0.3% | +0.8% | -1.2% | -0.4% |
| 30D | +6.7% | +12.6% | -6.0% | +6.0% |
| 3M | -10.7% | +23.6% | -34.3% | -11.8% |
| 6M | -20.6% | +14.3% | -34.9% | -21.2% |
| YTD | -7.1% | +20.5% | -27.6% | -8.1% |
| 1Y | +62.0% | +37.6% | +24.4% | +59.2% |
| 3Y | +169.8% | +55.5% | +114.3% | +162.2% |
| 5Y | +161.5% | +175.7% | -14.3% | +146.3% |
| 10Y | +224.4% | +474.2% | -249.8% | +194.3% |
| All | +333.1% | +1,431.9% | -1,098.8% | +241.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling