+456.3%
VRTX vs APTV
-21.3%
+477.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.2% | -1.1% |
| 7D | -6.4% | -1.2% | -5.2% | -6.3% |
| 30D | -0.5% | -10.6% | +10.1% | +1.0% |
| 3M | +16.9% | -35.0% | +51.9% | +23.7% |
| 6M | +13.1% | -38.9% | +52.0% | +20.0% |
| YTD | +14.9% | -41.5% | +56.4% | +22.6% |
| 1Y | +31.4% | -45.8% | +77.2% | +41.6% |
| 3Y | +51.9% | -55.7% | +107.6% | +65.4% |
| 5Y | +177.1% | -70.1% | +247.2% | +213.3% |
| 10Y | +456.3% | -19.1% | +475.4% | +422.2% |
| All | +456.3% | -21.3% | +477.6% | +422.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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