+42.1%
VRTX vs GEN
+67.9%
-25.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -1.1% |
| 7D | -1.6% | +2.0% | -3.6% | -1.9% |
| 30D | +8.0% | +27.7% | -19.7% | +4.0% |
| 3M | +4.3% | +3.3% | +1.0% | +3.6% |
| 6M | +18.9% | +31.8% | -12.9% | +12.7% |
| YTD | +18.8% | +13.5% | +5.3% | +16.0% |
| 1Y | +24.0% | +16.0% | +7.9% | +20.4% |
| 3Y | +42.1% | +70.6% | -28.4% | +42.6% |
| All | +42.1% | +67.9% | -25.8% | +42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling