+2,038.9%
STX vs VRTX
+487.7%
+1,551.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | +16.8% | 0.0% | +16.8% | +16.9% |
| 30D | -27.0% | +11.8% | -38.9% | -29.1% |
| 3M | -37.9% | +3.2% | -41.1% | -38.7% |
| 6M | -32.5% | +21.0% | -53.5% | -36.7% |
| YTD | +98.6% | +19.7% | +78.9% | +86.8% |
| 1Y | +93.6% | +25.0% | +68.6% | +79.5% |
| 3Y | +699.1% | +45.2% | +653.8% | +593.1% |
| 5Y | +481.0% | +189.7% | +291.3% | +308.4% |
| All | +2,038.9% | +487.7% | +1,551.3% | +1,202.8% |
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