+30.8%
VRTX vs ACWI
+12.9%
+17.9%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -0.4% |
| 7D | -0.4% | +0.3% | -0.7% | -0.6% |
| 30D | +8.0% | -2.8% | +10.8% | +9.3% |
| 3M | +11.0% | -3.2% | +14.2% | +12.5% |
| 6M | +28.2% | +1.3% | +26.9% | +26.3% |
| YTD | +21.5% | +11.2% | +10.3% | +12.5% |
| All | +30.8% | +12.9% | +17.9% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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