+99.6%
TQQQ vs VRTX
+173.5%
-73.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.4% |
| 7D | -3.9% | -7.8% | +3.9% | +1.3% |
| 30D | -5.3% | -2.8% | -2.4% | -3.9% |
| 3M | +0.1% | +18.1% | -18.0% | -12.4% |
| 6M | +40.7% | +3.1% | +37.6% | +35.3% |
| YTD | +31.8% | +13.5% | +18.3% | +17.0% |
| 1Y | +48.2% | +32.4% | +15.8% | +16.3% |
| 3Y | +253.6% | +50.0% | +203.6% | +119.0% |
| 5Y | +99.6% | +172.9% | -73.3% | -21.2% |
| All | +99.6% | +173.5% | -73.9% | -21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling