+2,807.3%
VRTX vs ACWI
+330.1%
+2,477.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | +2.0% |
| 7D | +0.5% | -4.0% | +4.5% | +3.8% |
| 30D | +8.0% | -5.8% | +13.8% | +13.3% |
| 3M | +11.9% | -5.0% | +16.9% | +16.5% |
| 6M | +27.8% | +0.7% | +27.1% | +26.3% |
| YTD | +19.7% | +8.4% | +11.2% | +11.0% |
| 1Y | +30.1% | +10.1% | +20.0% | +19.1% |
| 3Y | +44.2% | +70.8% | -26.6% | -10.0% |
| 5Y | +181.3% | +55.4% | +125.9% | +87.3% |
| 10Y | +587.1% | +223.3% | +363.7% | +139.6% |
| All | +2,807.3% | +330.1% | +2,477.2% | +859.2% |
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