+493.1%
VRTX vs IBB
+139.6%
+353.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -1.7% |
| 7D | -0.4% | +2.7% | -3.1% | -2.9% |
| 30D | +8.0% | +6.3% | +1.7% | +2.2% |
| 3M | +11.0% | +11.1% | 0.0% | +1.1% |
| 6M | +28.2% | +29.2% | -1.1% | +2.5% |
| YTD | +21.5% | +30.2% | -8.7% | -3.5% |
| 1Y | +34.5% | +39.5% | -5.0% | +0.8% |
| 3Y | +49.5% | +92.3% | -42.9% | -16.0% |
| 5Y | +188.3% | +43.0% | +145.3% | +105.8% |
| 10Y | +493.1% | +137.1% | +356.0% | +137.2% |
| All | +493.1% | +139.6% | +353.5% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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