+24.0%
VRTX vs AEIS
+4.7%
+19.3%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.2% | -0.8% |
| 7D | -1.6% | +11.5% | -13.1% | -1.3% |
| 30D | +8.0% | -15.8% | +23.8% | +7.8% |
| 3M | +4.3% | -33.3% | +37.6% | +4.0% |
| 6M | +18.9% | -35.2% | +54.1% | +18.1% |
| YTD | +18.8% | +5.0% | +13.8% | +12.9% |
| 1Y | +24.0% | +8.5% | +15.5% | +17.8% |
| All | +24.0% | +4.7% | +19.3% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling