+673.8%
STX vs VRTX
+44.3%
+629.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.0% |
| 7D | +14.6% | -1.6% | +16.2% | +14.8% |
| 30D | -26.0% | +8.0% | -34.0% | -26.6% |
| 3M | -42.6% | +4.3% | -46.9% | -43.1% |
| 6M | -35.3% | +18.9% | -54.1% | -37.8% |
| YTD | +92.5% | +18.8% | +73.7% | +85.3% |
| 1Y | +102.4% | +24.0% | +78.4% | +93.1% |
| 3Y | +673.8% | +42.1% | +631.7% | +601.1% |
| All | +673.8% | +44.3% | +629.5% | +601.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling