+493.1%
VRTX vs EIX
+30.9%
+462.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -0.4% | +0.7% | -1.1% | -0.6% |
| 30D | +8.0% | +8.8% | -0.8% | +6.2% |
| 3M | +11.0% | -10.9% | +22.0% | +12.4% |
| 6M | +28.2% | -10.3% | +38.5% | +29.3% |
| YTD | +21.5% | +5.8% | +15.7% | +18.0% |
| 1Y | +34.5% | +11.4% | +23.2% | +29.2% |
| 3Y | +49.5% | +11.1% | +38.4% | +41.1% |
| 5Y | +188.3% | +18.5% | +169.8% | +165.5% |
| 10Y | +493.1% | +32.2% | +460.9% | +425.0% |
| All | +493.1% | +30.9% | +462.2% | +425.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 10y: compounded portfolio wealth divided by compounded EIX 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…
10y analysis · Full analysis span regression · 6 months rolling