+250.1%
SPOT vs VRTX
+230.1%
+20.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | +0.1% |
| 7D | -6.9% | -7.8% | +0.9% | -4.6% |
| 30D | +4.1% | -2.8% | +7.0% | +5.0% |
| 3M | +3.7% | +18.1% | -14.4% | -1.4% |
| 6M | -1.6% | +3.1% | -4.7% | -2.8% |
| YTD | -10.2% | +13.5% | -23.7% | -14.3% |
| 1Y | -25.9% | +32.4% | -58.3% | -32.9% |
| 3Y | +235.6% | +50.0% | +185.6% | +178.3% |
| 5Y | +110.6% | +172.9% | -62.3% | +38.5% |
| All | +250.1% | +230.1% | +20.0% | +109.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling