+440.6%
TEAM vs VRTX
+481.1%
-40.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.5% | -3.9% |
| 7D | -22.2% | +3.2% | -25.4% | -23.1% |
| 30D | -28.1% | +7.4% | -35.6% | -30.2% |
| 3M | -2.2% | +4.6% | -6.7% | -4.1% |
| 6M | +62.2% | +27.5% | +34.8% | +48.0% |
| YTD | -8.4% | +20.9% | -29.2% | -15.5% |
| 1Y | -6.6% | +30.1% | -36.7% | -16.4% |
| 3Y | -15.7% | +46.6% | -62.3% | -29.9% |
| 5Y | -65.7% | +191.6% | -257.3% | -77.9% |
| All | +440.6% | +481.1% | -40.6% | +205.3% |
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