+24.0%
VRTX vs ACWI
+11.8%
+12.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.6% |
| 7D | -1.6% | +2.4% | -4.0% | -2.6% |
| 30D | +8.0% | -1.7% | +9.7% | +8.7% |
| 3M | +4.3% | -3.9% | +8.2% | +6.1% |
| 6M | +18.9% | +0.8% | +18.1% | +17.5% |
| YTD | +18.8% | +11.0% | +7.8% | +9.7% |
| 1Y | +24.0% | +13.1% | +10.9% | +13.3% |
| All | +24.0% | +11.8% | +12.1% | +13.3% |
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