+493.1%
VRTX vs EXPD
+334.2%
+158.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | -0.1% |
| 7D | -0.4% | -5.5% | +5.1% | +1.2% |
| 30D | +8.0% | -1.9% | +9.9% | +8.5% |
| 3M | +11.0% | +6.1% | +5.0% | +8.6% |
| 6M | +28.2% | +21.6% | +6.5% | +19.6% |
| YTD | +21.5% | +27.9% | -6.4% | +10.0% |
| 1Y | +34.5% | +39.4% | -4.9% | +18.1% |
| 3Y | +49.5% | +72.7% | -23.2% | +19.1% |
| 5Y | +188.3% | +60.3% | +128.0% | +130.9% |
| 10Y | +493.1% | +332.6% | +160.5% | +180.1% |
| All | +493.1% | +334.2% | +158.9% | +180.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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