+493.1%
VRTX vs GEN
+166.9%
+326.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.4% | -0.3% | -0.1% | -0.4% |
| 30D | +8.0% | +28.2% | -20.2% | +2.7% |
| 3M | +11.0% | +2.6% | +8.4% | +9.8% |
| 6M | +28.2% | +32.7% | -4.5% | +19.8% |
| YTD | +21.5% | +11.3% | +10.2% | +17.1% |
| 1Y | +34.5% | +17.9% | +16.6% | +28.1% |
| 3Y | +49.5% | +66.3% | -16.9% | +31.0% |
| 5Y | +188.3% | +31.7% | +156.6% | +159.5% |
| 10Y | +493.1% | +150.0% | +343.1% | +309.7% |
| All | +493.1% | +166.9% | +326.2% | +309.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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