+34,703.6%
TQQQ vs VRTX
+1,286.7%
+33,416.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.6% | -0.1% |
| 7D | +2.8% | -6.4% | +9.2% | +6.4% |
| 30D | -3.0% | -0.5% | -2.5% | -3.1% |
| 3M | -2.7% | +16.9% | -19.6% | -11.5% |
| 6M | +45.4% | +13.1% | +32.4% | +34.0% |
| YTD | +36.3% | +14.9% | +21.3% | +24.0% |
| 1Y | +53.4% | +31.4% | +22.0% | +29.4% |
| 3Y | +265.6% | +51.9% | +213.7% | +177.1% |
| 5Y | +101.7% | +177.1% | -75.4% | +14.8% |
| 10Y | +3,054.7% | +456.3% | +2,598.4% | +1,443.5% |
| All | +34,703.6% | +1,286.7% | +33,416.9% | +9,632.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling