-50.3%
TEAM vs VRTX
+178.3%
-228.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.5% | -1.8% |
| 7D | -0.4% | +0.8% | -1.3% | -0.7% |
| 30D | +67.3% | +12.6% | +54.7% | +60.2% |
| 3M | +86.8% | +23.6% | +63.1% | +72.8% |
| 6M | +146.8% | +14.3% | +132.5% | +133.3% |
| YTD | +16.9% | +20.5% | -3.5% | +7.8% |
| 1Y | +12.8% | +37.6% | -24.8% | -1.8% |
| 3Y | -7.3% | +55.5% | -62.8% | -28.4% |
| All | -50.3% | +178.3% | -228.7% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling