+425.8%
VRTX vs AEM
+369.2%
+56.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -0.9% |
| 7D | -7.8% | -5.0% | -2.7% | -7.2% |
| 30D | -2.8% | +8.5% | -11.3% | -3.8% |
| 3M | +18.1% | +29.3% | -11.2% | +14.4% |
| 6M | +3.1% | -12.9% | +16.0% | +4.1% |
| YTD | +13.5% | +16.8% | -3.3% | +10.8% |
| 1Y | +32.4% | +29.8% | +2.6% | +27.4% |
| 3Y | +50.0% | +336.7% | -286.7% | +22.6% |
| 5Y | +172.9% | +299.9% | -127.1% | +122.6% |
| All | +425.8% | +369.2% | +56.6% | +315.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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