+444.2%
V vs VRTX
+519.5%
-75.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | -0.8% | -0.4% | -0.4% | -0.7% |
| 30D | +9.5% | +8.0% | +1.5% | +7.1% |
| 3M | +16.7% | +11.0% | +5.6% | +13.0% |
| 6M | +32.9% | +28.2% | +4.8% | +23.5% |
| YTD | +21.1% | +21.5% | -0.4% | +13.5% |
| 1Y | +26.6% | +34.5% | -7.9% | +15.1% |
| 3Y | +78.4% | +49.5% | +28.9% | +52.0% |
| 5Y | +105.5% | +188.3% | -82.8% | +39.8% |
| 10Y | +444.2% | +493.1% | -48.9% | +239.4% |
| All | +444.2% | +519.5% | -75.3% | +239.4% |
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 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