+30.1%
VRTX vs MSCI
+14.5%
+15.6%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.2% | -0.8% |
| 7D | +3.2% | +2.7% | +0.6% | +2.8% |
| 30D | +7.4% | +16.2% | -8.8% | +5.3% |
| 3M | +4.6% | +17.1% | -12.5% | +2.5% |
| 6M | +27.5% | +13.0% | +14.5% | +25.1% |
| YTD | +20.9% | +15.8% | +5.1% | +18.4% |
| 1Y | +30.1% | +15.5% | +14.6% | +27.8% |
| All | +30.1% | +14.5% | +15.6% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling