+42.1%
VRTX vs EXPD
+75.3%
-33.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -1.6% | +5.5% | -7.1% | -2.4% |
| 30D | +8.0% | -0.8% | +8.8% | +8.1% |
| 3M | +4.3% | +4.1% | +0.1% | +3.3% |
| 6M | +18.9% | +25.7% | -6.8% | +13.4% |
| YTD | +18.8% | +31.4% | -12.6% | +11.2% |
| 1Y | +24.0% | +42.2% | -18.2% | +13.3% |
| 3Y | +42.1% | +77.2% | -35.0% | +24.2% |
| All | +42.1% | +75.3% | -33.1% | +24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling