+72.2%
V vs VRTX
+178.3%
-106.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.2% | -0.5% |
| 7D | -1.7% | +0.8% | -2.5% | -1.9% |
| 30D | +2.0% | +12.6% | -10.7% | -0.8% |
| 3M | +17.4% | +23.6% | -6.3% | +11.8% |
| 6M | +17.5% | +14.3% | +3.2% | +13.6% |
| YTD | +7.6% | +20.5% | -12.9% | +2.5% |
| 1Y | +7.7% | +37.6% | -29.9% | -0.8% |
| 3Y | +54.7% | +55.5% | -0.9% | +31.9% |
| All | +72.2% | +178.3% | -106.2% | +20.5% |
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