+76.2%
USO vs VRTX
+457.9%
-381.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +2.8% |
| 7D | +6.2% | -6.4% | +12.6% | +6.9% |
| 30D | +19.1% | -0.5% | +19.6% | +19.1% |
| 3M | +14.2% | +16.9% | -2.7% | +12.4% |
| 6M | +43.7% | +13.1% | +30.7% | +41.5% |
| YTD | +116.8% | +14.9% | +101.9% | +112.5% |
| 1Y | +104.3% | +31.4% | +72.9% | +96.7% |
| 3Y | +91.5% | +51.9% | +39.6% | +77.0% |
| 5Y | +214.1% | +177.1% | +37.0% | +157.4% |
| All | +76.2% | +457.9% | -381.7% | +44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling