+82.5%
UBER vs VRTX
+175.7%
-93.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -2.7% |
| 7D | -2.8% | -3.4% | +0.6% | -2.0% |
| 30D | -2.5% | +6.6% | -9.1% | -4.0% |
| 3M | +4.4% | +19.4% | -15.0% | 0.0% |
| 6M | -2.7% | +15.8% | -18.5% | -6.4% |
| YTD | -10.5% | +16.7% | -27.2% | -14.4% |
| 1Y | -22.5% | +33.8% | -56.3% | -28.5% |
| 3Y | +54.8% | +54.2% | +0.6% | +28.1% |
| 5Y | +82.5% | +176.4% | -93.9% | +20.7% |
| All | +82.5% | +175.7% | -93.2% | +20.7% |
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