+31.4%
VRTX vs AEIS
+85.4%
-54.0%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.5% |
| 7D | -6.4% | +6.5% | -12.9% | -6.4% |
| 30D | -0.5% | -9.2% | +8.6% | -0.6% |
| 3M | +16.9% | -8.3% | +25.3% | +15.9% |
| 6M | +13.1% | -6.3% | +19.4% | +11.6% |
| YTD | +14.9% | +36.5% | -21.6% | +13.1% |
| 1Y | +31.4% | +84.8% | -53.3% | +28.5% |
| All | +31.4% | +85.4% | -54.0% | +28.5% |
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