+493.1%
VRTX vs APA
+0.9%
+492.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -0.4% | -8.7% | +8.3% | +0.2% |
| 30D | +8.0% | -2.4% | +10.4% | +8.1% |
| 3M | +11.0% | +19.0% | -7.9% | +9.4% |
| 6M | +28.2% | +26.8% | +1.4% | +25.4% |
| YTD | +21.5% | +87.3% | -65.8% | +14.5% |
| 1Y | +34.5% | +92.3% | -57.8% | +26.5% |
| 3Y | +49.5% | +37.3% | +12.2% | +42.3% |
| 5Y | +188.3% | +73.2% | +115.1% | +163.8% |
| 10Y | +493.1% | -0.9% | +494.0% | +416.0% |
| All | +493.1% | +0.9% | +492.2% | +416.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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