+108.3%
V vs VRTX
+187.6%
-79.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.5% |
| 7D | +0.9% | -1.6% | +2.5% | +1.3% |
| 30D | +9.0% | +8.0% | +0.9% | +7.1% |
| 3M | +16.7% | +4.3% | +12.4% | +15.5% |
| 6M | +33.4% | +18.9% | +14.5% | +28.0% |
| YTD | +22.4% | +18.8% | +3.6% | +16.9% |
| 1Y | +27.7% | +24.0% | +3.7% | +20.6% |
| 3Y | +78.0% | +42.1% | +35.8% | +56.6% |
| All | +108.3% | +187.6% | -79.3% | +46.2% |
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 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