+443.5%
VRTX vs MSI
+590.9%
-147.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -2.8% |
| 7D | -3.4% | -5.8% | +2.3% | -1.4% |
| 30D | +6.6% | -1.0% | +7.6% | +7.0% |
| 3M | +19.4% | +14.2% | +5.2% | +13.5% |
| 6M | +15.8% | +1.0% | +14.8% | +14.5% |
| YTD | +16.7% | +21.5% | -4.8% | +7.6% |
| 1Y | +33.8% | -2.1% | +35.9% | +33.5% |
| 3Y | +54.2% | +69.3% | -15.2% | +22.1% |
| 5Y | +176.4% | +99.3% | +77.1% | +101.2% |
| 10Y | +443.5% | +595.0% | -151.5% | +116.7% |
| All | +443.5% | +590.9% | -147.4% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling