+695.7%
VRTX vs AMC
-98.1%
+793.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.3% | -6.5% | -2.2% |
| 7D | +0.8% | +2.3% | -1.5% | +0.8% |
| 30D | +12.6% | -0.7% | +13.4% | +12.6% |
| 3M | +23.6% | +35.2% | -11.6% | +22.9% |
| 6M | +14.3% | +124.6% | -110.3% | +12.7% |
| YTD | +20.5% | +69.9% | -49.4% | +19.2% |
| 1Y | +37.6% | -2.6% | +40.2% | +37.1% |
| 3Y | +55.5% | -79.8% | +135.3% | +56.4% |
| 5Y | +175.7% | -99.4% | +275.1% | +183.2% |
| 10Y | +474.2% | -98.9% | +573.1% | +534.6% |
| All | +695.7% | -98.1% | +793.8% | +614.1% |
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 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