+68.4%
T vs VRTX
+441.1%
-372.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.6% |
| 7D | -3.1% | -6.4% | +3.3% | -2.2% |
| 30D | +4.6% | -0.5% | +5.1% | +4.6% |
| 3M | +12.2% | +16.9% | -4.7% | +9.7% |
| 6M | -6.5% | +13.1% | -19.5% | -8.3% |
| YTD | +4.9% | +14.9% | -10.1% | +2.4% |
| 1Y | -10.5% | +31.4% | -41.9% | -14.4% |
| 3Y | +104.6% | +51.9% | +52.7% | +87.4% |
| 5Y | +64.2% | +177.1% | -112.9% | +35.1% |
| 10Y | +68.4% | +456.3% | -387.8% | +36.2% |
| All | +68.4% | +441.1% | -372.6% | +36.2% |
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