+149.8%
TOST vs VRTX
+46.0%
+103.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | +4.0% | -0.4% | +4.5% | +4.1% |
| 30D | +11.1% | +8.0% | +3.1% | +8.9% |
| 3M | +0.8% | +11.0% | -10.2% | -1.8% |
| 6M | +38.8% | +28.2% | +10.6% | +30.7% |
| YTD | -2.1% | +21.5% | -23.6% | -7.1% |
| 1Y | -6.0% | +34.5% | -40.6% | -13.0% |
| 3Y | +149.8% | +49.5% | +100.3% | +122.9% |
| All | +149.8% | +46.0% | +103.8% | +122.9% |
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 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