+13.5%
U vs VRTX
+53.6%
-40.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.2% | +5.8% | +3.1% |
| 7D | +4.5% | -3.4% | +7.9% | +5.0% |
| 30D | -0.6% | +6.6% | -7.2% | -1.7% |
| 3M | +48.4% | +19.4% | +29.0% | +43.9% |
| 6M | +115.4% | +15.8% | +99.6% | +109.3% |
| YTD | -3.2% | +16.7% | -19.9% | -6.4% |
| 1Y | -6.0% | +33.8% | -39.9% | -12.3% |
| 3Y | +13.5% | +54.2% | -40.7% | -3.1% |
| All | +13.5% | +53.6% | -40.2% | -3.1% |
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