+223.7%
VRTX vs AVTR
+1.7%
+222.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.8% |
| 7D | +0.8% | +2.7% | -1.9% | +0.3% |
| 30D | +12.6% | +12.1% | +0.6% | +10.1% |
| 3M | +23.6% | +57.2% | -33.6% | +12.0% |
| 6M | +14.3% | +73.1% | -58.8% | +1.2% |
| YTD | +20.5% | +30.6% | -10.2% | +12.6% |
| 1Y | +37.6% | +13.5% | +24.1% | +30.6% |
| 3Y | +55.5% | -31.0% | +86.6% | +60.3% |
| 5Y | +175.7% | -63.2% | +239.0% | +226.9% |
| All | +223.7% | +1.7% | +222.0% | +177.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling