+41.8%
VRTX vs ACWI
+70.3%
-28.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -2.1% | -2.4% | +0.2% | -0.9% |
| 30D | +8.2% | -5.2% | +13.4% | +11.1% |
| 3M | +13.0% | -4.8% | +17.9% | +15.8% |
| 6M | +27.9% | -1.3% | +29.2% | +28.2% |
| YTD | +20.7% | +8.4% | +12.3% | +14.4% |
| 1Y | +31.4% | +11.0% | +20.4% | +23.0% |
| 3Y | +41.8% | +70.6% | -28.7% | +3.8% |
| All | +41.8% | +70.3% | -28.5% | +3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling