+214.1%
VRTX vs EQX
+232.0%
-17.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | +0.1% |
| 7D | -5.6% | -3.2% | -2.4% | -5.4% |
| 30D | -2.0% | +7.8% | -9.7% | -2.5% |
| 3M | +15.8% | +21.3% | -5.5% | +14.2% |
| 6M | +4.7% | -22.4% | +27.1% | +5.7% |
| YTD | +13.7% | -11.3% | +25.0% | +13.8% |
| 1Y | +29.7% | +13.5% | +16.2% | +27.8% |
| 3Y | +48.4% | +162.1% | -113.7% | +37.0% |
| 5Y | +173.3% | +84.2% | +89.1% | +152.8% |
| All | +214.1% | +232.0% | -17.9% | +215.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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