+443.5%
VRTX vs APA
-0.7%
+444.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.8% | -5.0% | -3.3% |
| 7D | -3.4% | -1.7% | -1.7% | -3.3% |
| 30D | +6.6% | +15.7% | -9.1% | +5.4% |
| 3M | +19.4% | +16.5% | +2.9% | +17.8% |
| 6M | +15.8% | +35.1% | -19.3% | +12.4% |
| YTD | +16.7% | +82.2% | -65.6% | +10.2% |
| 1Y | +33.8% | +102.5% | -68.7% | +25.0% |
| 3Y | +54.2% | +10.3% | +43.9% | +49.6% |
| 5Y | +176.4% | +166.1% | +10.3% | +142.4% |
| 10Y | +443.5% | -4.9% | +448.4% | +389.2% |
| All | +443.5% | -0.7% | +444.2% | +389.2% |
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