-0.3%
SPOT vs VRTX
+31.2%
-31.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.4% | +1.2% | +4.0% |
| 7D | +16.6% | +3.7% | +12.9% | +15.9% |
| 30D | +29.9% | +9.0% | +20.9% | +28.4% |
| 3M | +31.3% | +14.7% | +16.6% | +29.7% |
| 6M | +43.2% | +27.7% | +15.5% | +42.4% |
| YTD | +8.1% | +21.1% | -13.0% | +7.7% |
| 1Y | -0.3% | +30.2% | -30.5% | -1.4% |
| All | -0.3% | +31.2% | -31.5% | -1.4% |
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