+54.2%
VRTX vs AVTR
-25.8%
+80.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.9% | -5.0% | -3.4% |
| 7D | -3.4% | +7.4% | -10.8% | -4.4% |
| 30D | +6.6% | +12.2% | -5.6% | +4.9% |
| 3M | +19.4% | +57.4% | -38.0% | +11.8% |
| 6M | +15.8% | +86.7% | -70.8% | +5.6% |
| YTD | +16.7% | +33.1% | -16.4% | +11.0% |
| 1Y | +33.8% | +16.1% | +17.7% | +28.3% |
| 3Y | +54.2% | -24.6% | +78.8% | +59.7% |
| All | +54.2% | -25.8% | +80.0% | +59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling