+456.3%
VRTX vs AEIS
+545.5%
-89.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.3% |
| 7D | -6.4% | +6.5% | -12.9% | -7.4% |
| 30D | -0.5% | -9.2% | +8.6% | +0.7% |
| 3M | +16.9% | -8.3% | +25.3% | +16.3% |
| 6M | +13.1% | -6.3% | +19.4% | +10.8% |
| YTD | +14.9% | +36.5% | -21.6% | +3.9% |
| 1Y | +31.4% | +84.8% | -53.3% | +10.7% |
| 3Y | +51.9% | +176.6% | -124.7% | +13.5% |
| 5Y | +177.1% | +237.1% | -60.0% | +91.3% |
| 10Y | +456.3% | +554.7% | -98.4% | +168.4% |
| All | +456.3% | +545.5% | -89.3% | +168.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling