+30.2%
VRTX vs APD
+36.4%
-6.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.9% | +1.6% | +3.2% |
| 7D | +3.7% | +3.8% | -0.1% | +3.1% |
| 30D | +9.0% | +14.1% | -5.1% | +7.3% |
| 3M | +14.7% | +8.2% | +6.5% | +13.6% |
| 6M | +27.7% | +7.5% | +20.2% | +26.9% |
| YTD | +21.1% | +31.7% | -10.6% | +16.7% |
| 1Y | +30.2% | +35.1% | -4.9% | +25.9% |
| All | +30.2% | +36.4% | -6.1% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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