+224.7%
VRTX vs AVTR
+5.8%
+218.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.1% |
| 7D | +3.2% | -0.1% | +3.4% | +3.2% |
| 30D | +7.4% | -0.6% | +8.1% | +7.4% |
| 3M | +4.6% | +13.4% | -8.8% | +1.7% |
| 6M | +27.5% | +87.4% | -59.9% | +11.1% |
| YTD | +20.9% | +35.9% | -15.0% | +11.8% |
| 1Y | +30.1% | +35.4% | -5.3% | +20.3% |
| 3Y | +46.6% | -16.1% | +62.7% | +44.3% |
| 5Y | +191.6% | -59.4% | +250.9% | +237.9% |
| All | +224.7% | +5.8% | +218.9% | +175.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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