-14.6%
TEAM vs VRTX
+53.6%
-68.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.2% | -3.8% | -6.1% |
| 7D | -5.7% | -3.4% | -2.2% | -4.7% |
| 30D | +18.3% | +6.6% | +11.7% | +16.3% |
| 3M | +80.2% | +19.4% | +60.8% | +72.6% |
| 6M | +111.0% | +15.8% | +95.2% | +102.7% |
| YTD | +8.8% | +16.7% | -7.9% | +3.9% |
| 1Y | +2.2% | +33.8% | -31.7% | -6.5% |
| 3Y | -14.6% | +54.2% | -68.8% | -28.7% |
| All | -14.6% | +53.6% | -68.2% | -28.7% |
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