+631.8%
TEAM vs VRTX
+346.4%
+285.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +0.8% | -17.0% | -16.4% |
| 7D | -19.8% | -2.1% | -17.7% | -19.4% |
| 30D | -21.5% | +8.2% | -29.7% | -23.9% |
| 3M | +39.5% | +13.0% | +26.5% | +33.3% |
| 6M | +73.1% | +27.9% | +45.1% | +57.8% |
| YTD | -5.2% | +20.7% | -25.9% | -12.5% |
| 1Y | -1.6% | +31.4% | -33.0% | -12.1% |
| 3Y | -11.4% | +41.8% | -53.3% | -25.2% |
| 5Y | -65.1% | +183.7% | -248.8% | -77.1% |
| 10Y | +471.3% | +592.9% | -121.6% | +177.4% |
| All | +631.8% | +346.4% | +285.4% | +383.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling