+184.6%
VRTX vs ACWI
+54.8%
+129.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -2.1% | -2.4% | +0.2% | -0.8% |
| 30D | +8.2% | -5.2% | +13.4% | +11.4% |
| 3M | +13.0% | -4.8% | +17.9% | +16.0% |
| 6M | +27.9% | -1.3% | +29.2% | +28.3% |
| YTD | +20.7% | +8.4% | +12.3% | +14.5% |
| 1Y | +31.4% | +11.0% | +20.4% | +22.9% |
| 3Y | +41.8% | +70.6% | -28.7% | +2.7% |
| All | +184.6% | +54.8% | +129.8% | +110.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling