+184.1%
VRTX vs IBB
+22.5%
+161.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.5% |
| 7D | +0.8% | +1.4% | -0.6% | -0.2% |
| 30D | +12.6% | +10.5% | +2.2% | +4.9% |
| 3M | +23.6% | +23.6% | 0.0% | +6.4% |
| 6M | +14.3% | +22.6% | -8.3% | -1.1% |
| YTD | +20.5% | +25.7% | -5.2% | +2.6% |
| 1Y | +37.6% | +51.4% | -13.8% | +3.2% |
| 3Y | +55.5% | +64.4% | -8.8% | +10.3% |
| All | +184.1% | +22.5% | +161.7% | +103.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling