+12,036.0%
VRTX vs GEN
+2,756.7%
+9,279.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | 0.0% | -1.7% |
| 7D | +0.8% | -1.2% | +2.0% | +1.0% |
| 30D | +12.6% | +10.1% | +2.5% | +10.4% |
| 3M | +23.6% | +16.1% | +7.5% | +19.7% |
| 6M | +14.3% | +38.9% | -24.6% | +6.0% |
| YTD | +20.5% | +14.4% | +6.0% | +15.9% |
| 1Y | +37.6% | +5.9% | +31.7% | +34.5% |
| 3Y | +55.5% | +58.8% | -3.2% | +38.2% |
| 5Y | +175.7% | +24.7% | +151.1% | +152.3% |
| 10Y | +474.2% | +163.1% | +311.1% | +330.6% |
| All | +12,036.0% | +2,756.7% | +9,279.3% | +5,497.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling