+54.2%
VRTX vs AEE
+49.7%
+4.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.1% | -3.4% |
| 7D | -3.4% | +1.3% | -4.7% | -3.7% |
| 30D | +6.6% | -1.2% | +7.9% | +6.9% |
| 3M | +19.4% | +1.0% | +18.4% | +18.9% |
| 6M | +15.8% | -2.3% | +18.1% | +16.3% |
| YTD | +16.7% | +9.1% | +7.5% | +14.0% |
| 1Y | +33.8% | +10.6% | +23.3% | +30.2% |
| 3Y | +54.2% | +48.5% | +5.7% | +41.8% |
| All | +54.2% | +49.7% | +4.5% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling