+470.4%
VRTX vs AMC
-98.8%
+569.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.7% |
| 7D | -1.6% | +3.5% | -5.1% | -1.6% |
| 30D | +8.0% | +12.5% | -4.4% | +7.9% |
| 3M | +4.3% | +23.6% | -19.3% | +4.1% |
| 6M | +18.9% | +144.4% | -125.5% | +17.7% |
| YTD | +18.8% | +108.3% | -89.5% | +17.7% |
| 1Y | +24.0% | +38.9% | -14.9% | +23.2% |
| 3Y | +42.1% | -58.9% | +101.0% | +41.9% |
| 5Y | +187.6% | -99.2% | +286.8% | +191.1% |
| All | +470.4% | -98.8% | +569.2% | +498.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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