+2,826.7%
VRTX vs ACWI
+356.8%
+2,469.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.8% | +0.5% | +0.3% | +0.4% |
| 30D | +12.6% | +0.9% | +11.8% | +11.8% |
| 3M | +23.6% | +2.4% | +21.2% | +20.8% |
| 6M | +14.3% | +12.4% | +1.9% | +3.2% |
| YTD | +20.5% | +15.2% | +5.3% | +6.5% |
| 1Y | +37.6% | +22.7% | +14.9% | +15.2% |
| 3Y | +55.5% | +75.8% | -20.2% | -5.0% |
| 5Y | +175.7% | +67.7% | +108.0% | +72.5% |
| 10Y | +474.2% | +229.0% | +245.2% | +98.4% |
| All | +2,826.7% | +356.8% | +2,469.9% | +820.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling