+184.6%
VRTX vs GEN
+32.5%
+152.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.5% | +1.2% |
| 7D | -2.1% | +2.3% | -4.4% | -2.4% |
| 30D | +8.2% | +33.1% | -24.9% | +3.9% |
| 3M | +13.0% | +6.5% | +6.5% | +11.6% |
| 6M | +27.9% | +53.8% | -25.9% | +18.8% |
| YTD | +20.7% | +11.2% | +9.4% | +17.8% |
| 1Y | +31.4% | +19.4% | +12.0% | +26.8% |
| 3Y | +41.8% | +81.0% | -39.2% | +29.6% |
| All | +184.6% | +32.5% | +152.1% | +168.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling