+2,822.4%
VRTX vs AMT
+1,311.4%
+1,511.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.1% | -1.8% |
| 7D | +0.8% | -0.2% | +1.0% | +0.9% |
| 30D | +12.6% | +4.6% | +8.0% | +11.1% |
| 3M | +23.6% | -8.4% | +32.1% | +26.1% |
| 6M | +14.3% | -6.0% | +20.3% | +15.5% |
| YTD | +20.5% | +2.1% | +18.3% | +18.7% |
| 1Y | +37.6% | -6.4% | +44.0% | +38.7% |
| 3Y | +55.5% | +8.1% | +47.5% | +48.2% |
| 5Y | +175.7% | -31.9% | +207.7% | +194.5% |
| 10Y | +474.2% | +97.1% | +377.1% | +349.0% |
| All | +2,822.4% | +1,311.4% | +1,511.0% | +1,389.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling