+200.9%
TER vs VRTX
+38.2%
+162.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.1% | +7.6% | +5.5% |
| 7D | +0.6% | +0.8% | -0.2% | +0.6% |
| 30D | -8.3% | +12.6% | -20.9% | -9.0% |
| 3M | -12.2% | +23.6% | -35.8% | -15.8% |
| 6M | +17.1% | +14.3% | +2.8% | +14.0% |
| YTD | +84.7% | +20.5% | +64.2% | +78.7% |
| All | +200.9% | +38.2% | +162.7% | +198.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling