+87.6%
SMH vs VRTX
+32.7%
+55.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +0.3% | -5.6% | +5.9% | +0.5% |
| 30D | -2.8% | -2.0% | -0.8% | -2.7% |
| 3M | -6.7% | +15.8% | -22.5% | -9.1% |
| 6M | +41.8% | +4.7% | +37.1% | +41.4% |
| YTD | +57.9% | +13.7% | +44.2% | +54.4% |
| 1Y | +87.6% | +29.7% | +57.9% | +77.9% |
| All | +87.6% | +32.7% | +55.0% | +77.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling