+205.8%
USO vs VRTX
+179.2%
+26.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.2% | +6.0% | +2.6% |
| 7D | +3.6% | -3.4% | +7.0% | +3.3% |
| 30D | +23.8% | +6.6% | +17.2% | +24.3% |
| 3M | +8.1% | +19.4% | -11.4% | +9.4% |
| 6M | +34.3% | +15.8% | +18.4% | +35.9% |
| YTD | +111.1% | +16.7% | +94.5% | +113.5% |
| 1Y | +99.9% | +33.8% | +66.1% | +102.2% |
| 3Y | +86.5% | +54.2% | +32.3% | +87.9% |
| All | +205.8% | +179.2% | +26.6% | +209.4% |
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 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