+24.0%
VRTX vs AVTR
+36.1%
-12.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | -1.6% | +0.5% | -2.0% | -1.6% |
| 30D | +8.0% | -1.0% | +9.1% | +8.0% |
| 3M | +4.3% | +12.2% | -7.9% | +2.3% |
| 6M | +18.9% | +97.5% | -78.6% | +5.5% |
| YTD | +18.8% | +35.6% | -16.8% | +11.1% |
| 1Y | +24.0% | +32.8% | -8.9% | +16.0% |
| All | +24.0% | +36.1% | -12.1% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling