+30.1%
VRTX vs AVTR
+34.2%
-4.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.2% |
| 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% | +2.4% |
| 6M | +27.5% | +87.4% | -59.9% | +14.1% |
| YTD | +20.9% | +35.9% | -15.0% | +13.1% |
| 1Y | +30.1% | +35.4% | -5.3% | +21.0% |
| All | +30.1% | +34.2% | -4.1% | +21.0% |
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