+425.8%
VRTX vs AEE
+191.3%
+234.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -0.9% |
| 7D | -7.8% | -0.7% | -7.1% | -7.6% |
| 30D | -2.8% | -2.0% | -0.9% | -2.3% |
| 3M | +18.1% | -2.8% | +20.9% | +19.0% |
| 6M | +3.1% | -3.6% | +6.7% | +4.0% |
| YTD | +13.5% | +7.3% | +6.2% | +10.4% |
| 1Y | +32.4% | +8.7% | +23.7% | +28.1% |
| 3Y | +50.0% | +46.0% | +4.0% | +30.1% |
| 5Y | +172.9% | +39.8% | +133.1% | +138.6% |
| All | +425.8% | +191.3% | +234.5% | +309.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AEE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling