+3,310.4%
V vs VRTX
+3,554.6%
-244.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | +2.2% | -2.1% | +4.3% | +2.6% |
| 30D | +13.6% | +8.2% | +5.4% | +11.7% |
| 3M | +14.3% | +13.0% | +1.3% | +11.3% |
| 6M | +33.1% | +27.9% | +5.2% | +26.3% |
| YTD | +21.2% | +20.7% | +0.6% | +16.0% |
| 1Y | +26.4% | +31.4% | -5.0% | +18.8% |
| 3Y | +77.6% | +41.8% | +35.8% | +61.3% |
| 5Y | +102.6% | +183.7% | -81.1% | +58.9% |
| 10Y | +464.4% | +592.9% | -128.5% | +271.0% |
| All | +3,310.4% | +3,554.6% | -244.2% | +1,390.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling