+33.8%
VRTX vs A
+16.1%
+17.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.5% | -2.5% |
| 7D | -3.4% | -2.1% | -1.4% | -2.9% |
| 30D | +6.6% | +0.6% | +6.0% | +6.5% |
| 3M | +19.4% | +10.9% | +8.5% | +16.8% |
| 6M | +15.8% | +28.2% | -12.3% | +8.7% |
| YTD | +16.7% | +8.6% | +8.1% | +15.5% |
| 1Y | +33.8% | +15.5% | +18.3% | +30.2% |
| All | +33.8% | +16.1% | +17.7% | +30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling