+16.2%
TFC vs VRTX
+24.1%
-7.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +2.0% | +1.3% |
| 7D | +2.3% | -1.6% | +3.8% | +2.4% |
| 30D | +10.8% | +8.0% | +2.8% | +9.9% |
| 3M | -3.8% | +4.3% | -8.1% | -4.2% |
| 6M | +9.6% | +18.9% | -9.3% | +7.6% |
| YTD | +5.8% | +18.8% | -13.0% | +2.9% |
| 1Y | +16.2% | +24.0% | -7.8% | +11.9% |
| All | +16.2% | +24.1% | -7.9% | +11.9% |
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 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