+13.8%
VRT vs VRTX
+31.2%
-17.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.4% | -16.3% | -12.7% |
| 7D | -15.4% | +3.7% | -19.0% | -15.3% |
| 30D | -19.0% | +9.0% | -28.0% | -18.8% |
| 3M | -23.8% | +14.7% | -38.5% | -24.5% |
| 6M | -37.9% | +27.7% | -65.6% | -40.3% |
| YTD | +27.0% | +21.1% | +5.9% | +23.9% |
| 1Y | +13.8% | +30.2% | -16.4% | +12.9% |
| All | +13.8% | +31.2% | -17.4% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling