+62.1%
T vs VRTX
+46.0%
+16.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.8% |
| 7D | +1.7% | -0.4% | +2.1% | +1.7% |
| 30D | -1.7% | +8.0% | -9.7% | -1.9% |
| 3M | -7.3% | +11.0% | -18.4% | -7.5% |
| 6M | -11.2% | +28.2% | -39.4% | -11.7% |
| YTD | -8.1% | +21.5% | -29.6% | -8.5% |
| 1Y | -8.0% | +34.5% | -42.5% | -8.9% |
| 3Y | +62.1% | +49.5% | +12.7% | +61.1% |
| All | +62.1% | +46.0% | +16.1% | +61.1% |
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