+12,036.0%
VRTX vs GD
+19,478.5%
-7,442.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.4% | -1.4% |
| 7D | +0.8% | -5.3% | +6.1% | +2.9% |
| 30D | +12.6% | -6.4% | +19.1% | +15.5% |
| 3M | +23.6% | +5.7% | +17.9% | +20.9% |
| 6M | +14.3% | -0.9% | +15.2% | +14.2% |
| YTD | +20.5% | +8.2% | +12.3% | +16.0% |
| 1Y | +37.6% | +13.4% | +24.2% | +30.0% |
| 3Y | +55.5% | +68.5% | -12.9% | +24.3% |
| 5Y | +175.7% | +97.2% | +78.6% | +105.5% |
| 10Y | +474.2% | +190.2% | +284.0% | +256.6% |
| All | +12,036.0% | +19,478.5% | -7,442.5% | +2,542.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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