+443.5%
VRTX vs GEN
+150.2%
+293.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.4% | -2.6% |
| 7D | -3.4% | -0.7% | -2.7% | -3.3% |
| 30D | +6.6% | +2.6% | +4.0% | +6.0% |
| 3M | +19.4% | +15.8% | +3.6% | +15.6% |
| 6M | +15.8% | +33.1% | -17.3% | +8.2% |
| YTD | +16.7% | +11.3% | +5.4% | +13.0% |
| 1Y | +33.8% | +1.7% | +32.2% | +32.1% |
| 3Y | +54.2% | +58.1% | -4.0% | +36.9% |
| 5Y | +176.4% | +20.6% | +155.7% | +155.0% |
| 10Y | +443.5% | +149.0% | +294.5% | +273.8% |
| All | +443.5% | +150.2% | +293.3% | +273.8% |
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