+1,671.4%
TER vs VRTX
+470.1%
+1,201.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.1% | +7.6% | +6.1% |
| 7D | +0.6% | +0.8% | -0.2% | +0.3% |
| 30D | -8.3% | +12.6% | -20.9% | -12.1% |
| 3M | -12.2% | +23.6% | -35.8% | -18.9% |
| 6M | +17.1% | +14.3% | +2.8% | +10.8% |
| YTD | +84.7% | +20.5% | +64.2% | +71.4% |
| 1Y | +199.9% | +37.6% | +162.3% | +165.5% |
| 3Y | +232.8% | +55.5% | +177.2% | +173.6% |
| 5Y | +198.6% | +175.7% | +22.8% | +97.2% |
| All | +1,671.4% | +470.1% | +1,201.3% | +971.9% |
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