-7.6%
SPOT vs VRTX
+26.3%
-33.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.6% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | +13.5% | +11.8% | +1.6% | +12.0% |
| 3M | +22.2% | +3.2% | +19.0% | +21.8% |
| 6M | +38.3% | +21.0% | +17.3% | +38.1% |
| YTD | +3.1% | +19.7% | -16.6% | +3.5% |
| 1Y | -7.6% | +25.0% | -32.6% | -6.6% |
| All | -7.6% | +26.3% | -33.9% | -6.6% |
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