+151.8%
TER vs VRTX
+44.2%
+107.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +2.5% |
| 7D | -20.5% | -2.1% | -18.4% | -20.3% |
| 30D | -47.0% | +8.2% | -55.2% | -47.6% |
| 3M | -43.3% | +13.0% | -56.3% | -44.7% |
| 6M | -42.9% | +27.9% | -70.8% | -46.2% |
| YTD | +12.9% | +20.7% | -7.8% | +7.6% |
| 1Y | +18.2% | +31.4% | -13.3% | +10.6% |
| 3Y | +151.8% | +41.8% | +110.0% | +131.5% |
| All | +151.8% | +44.2% | +107.5% | +131.5% |
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