+2,876.9%
TQQQ vs VRTX
+451.8%
+2,425.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.4% |
| 7D | -1.9% | -5.6% | +3.7% | +2.9% |
| 30D | -4.9% | -2.0% | -2.9% | -3.8% |
| 3M | -6.4% | +15.8% | -22.2% | -19.3% |
| 6M | +44.4% | +4.7% | +39.7% | +35.4% |
| YTD | +35.2% | +13.7% | +21.5% | +16.4% |
| 1Y | +49.5% | +29.7% | +19.8% | +13.7% |
| 3Y | +250.7% | +48.4% | +202.3% | +114.3% |
| 5Y | +104.7% | +173.3% | -68.6% | -28.8% |
| All | +2,876.9% | +451.8% | +2,425.1% | +945.0% |
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