+30.2%
VRTX vs AMT
+13.5%
+16.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.0% | -0.6% | +3.0% |
| 7D | +3.7% | +6.0% | -2.4% | +3.1% |
| 30D | +9.0% | +20.1% | -11.0% | +7.2% |
| 3M | +14.7% | +12.4% | +2.3% | +13.3% |
| 6M | +27.7% | +9.9% | +17.8% | +26.6% |
| YTD | +21.1% | +14.4% | +6.7% | +22.0% |
| 1Y | +30.2% | +12.4% | +17.8% | +32.9% |
| All | +30.2% | +13.5% | +16.7% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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