+188.3%
VRTX vs AVTR
-59.2%
+247.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.2% | +0.3% |
| 7D | -0.4% | +1.9% | -2.3% | -0.7% |
| 30D | +8.0% | +1.5% | +6.5% | +7.7% |
| 3M | +11.0% | +17.1% | -6.0% | +8.3% |
| 6M | +28.2% | +91.5% | -63.3% | +15.3% |
| YTD | +21.5% | +38.8% | -17.3% | +14.2% |
| 1Y | +34.5% | +37.7% | -3.2% | +26.5% |
| 3Y | +49.5% | -13.5% | +62.9% | +47.8% |
| 5Y | +188.3% | -59.3% | +247.6% | +225.9% |
| All | +188.3% | -59.2% | +247.5% | +225.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling