+25.3%
U vs VRTX
+26.3%
-1.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.0% |
| 7D | +2.8% | 0.0% | +2.8% | +2.8% |
| 30D | +7.6% | +11.8% | -4.2% | +9.0% |
| 3M | +12.7% | +3.2% | +9.5% | +13.4% |
| 6M | +87.0% | +21.0% | +65.9% | +90.3% |
| YTD | +13.6% | +19.7% | -6.1% | +15.8% |
| 1Y | +25.3% | +25.0% | +0.3% | +31.0% |
| All | +25.3% | +26.3% | -1.0% | +31.0% |
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 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