+690.5%
VRTX vs AMC
-97.8%
+788.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -12.5% | +11.3% | -1.0% |
| 7D | +0.5% | 0.0% | +0.5% | +0.5% |
| 30D | +8.0% | +4.4% | +3.6% | +7.9% |
| 3M | +11.9% | +15.4% | -3.5% | +11.6% |
| 6M | +27.8% | +93.7% | -65.9% | +26.4% |
| YTD | +19.7% | +97.4% | -77.8% | +18.2% |
| 1Y | +30.1% | +23.2% | +6.9% | +29.2% |
| 3Y | +44.2% | -71.3% | +115.5% | +44.6% |
| 5Y | +181.3% | -99.3% | +280.6% | +188.2% |
| 10Y | +587.1% | -98.7% | +685.8% | +663.4% |
| All | +690.5% | -97.8% | +788.2% | +607.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling