+12,036.0%
VRTX vs APA
+910.4%
+11,125.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -1.6% |
| 7D | +0.8% | +0.5% | +0.3% | +0.7% |
| 30D | +12.6% | +23.4% | -10.8% | +8.6% |
| 3M | +23.6% | +12.7% | +10.9% | +20.6% |
| 6M | +14.3% | +39.4% | -25.1% | +6.4% |
| YTD | +20.5% | +79.0% | -58.5% | +6.9% |
| 1Y | +37.6% | +88.8% | -51.2% | +20.3% |
| 3Y | +55.5% | +6.4% | +49.2% | +45.6% |
| 5Y | +175.7% | +153.0% | +22.8% | +107.5% |
| 10Y | +474.2% | +7.5% | +466.7% | +309.4% |
| All | +12,036.0% | +910.4% | +11,125.6% | +4,974.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling