+4,100.9%
VRTX vs A
+457.0%
+3,643.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.4% |
| 7D | +0.8% | -1.9% | +2.8% | +1.6% |
| 30D | +12.6% | +6.9% | +5.7% | +9.6% |
| 3M | +23.6% | +9.2% | +14.4% | +18.8% |
| 6M | +14.3% | +25.7% | -11.4% | +2.8% |
| YTD | +20.5% | +11.5% | +8.9% | +13.5% |
| 1Y | +37.6% | +18.4% | +19.2% | +26.1% |
| 3Y | +55.5% | +26.6% | +28.9% | +34.1% |
| 5Y | +175.7% | -12.8% | +188.6% | +169.4% |
| 10Y | +474.2% | +247.2% | +227.0% | +210.9% |
| All | +4,100.9% | +457.0% | +3,643.9% | +1,495.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling