+502.9%
TEAM vs VRTX
+441.1%
+61.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.3% |
| 7D | -4.7% | -6.4% | +1.7% | -2.4% |
| 30D | +17.0% | -0.5% | +17.6% | +17.2% |
| 3M | +85.9% | +16.9% | +69.0% | +76.4% |
| 6M | +116.7% | +13.1% | +103.6% | +106.6% |
| YTD | +9.6% | +14.9% | -5.3% | +3.5% |
| 1Y | -2.5% | +31.4% | -34.0% | -12.4% |
| 3Y | -14.0% | +51.9% | -65.9% | -28.7% |
| 5Y | -53.1% | +177.1% | -230.1% | -68.5% |
| 10Y | +502.9% | +456.3% | +46.6% | +255.1% |
| All | +502.9% | +441.1% | +61.8% | +255.1% |
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 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