+456.3%
VRTX vs A
+236.6%
+219.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | 0.0% | -0.9% |
| 7D | -6.4% | -4.4% | -2.0% | -4.7% |
| 30D | -0.5% | -2.7% | +2.1% | +0.5% |
| 3M | +16.9% | +7.0% | +9.9% | +13.4% |
| 6M | +13.1% | +24.6% | -11.5% | +2.2% |
| YTD | +14.9% | +7.0% | +7.9% | +10.4% |
| 1Y | +31.4% | +15.6% | +15.9% | +21.8% |
| 3Y | +51.9% | +29.9% | +22.0% | +28.1% |
| 5Y | +177.1% | -15.4% | +192.4% | +181.0% |
| 10Y | +456.3% | +248.9% | +207.4% | +126.4% |
| All | +456.3% | +236.6% | +219.6% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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