+7,242.8%
VRTX vs MDY
+2,662.7%
+4,580.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.2% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +12.6% | -1.5% | +14.1% | +14.2% |
| 3M | +23.6% | +0.8% | +22.9% | +22.3% |
| 6M | +14.3% | +7.4% | +6.9% | +5.6% |
| YTD | +20.5% | +15.2% | +5.3% | +3.6% |
| 1Y | +37.6% | +16.5% | +21.0% | +16.5% |
| 3Y | +55.5% | +46.8% | +8.8% | -0.3% |
| 5Y | +175.7% | +46.0% | +129.7% | +68.1% |
| 10Y | +474.2% | +172.1% | +302.1% | +53.8% |
| All | +7,242.8% | +2,662.7% | +4,580.1% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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