+89.4%
VRTX vs OPEN
-71.4%
+160.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.6% | -3.1% |
| 7D | -3.4% | +1.0% | -4.4% | -3.5% |
| 30D | +6.6% | -11.9% | +18.5% | +7.1% |
| 3M | +19.4% | -28.8% | +48.2% | +20.7% |
| 6M | +15.8% | -38.6% | +54.4% | +17.4% |
| YTD | +16.7% | -47.3% | +64.0% | +18.7% |
| 1Y | +33.8% | -49.2% | +83.0% | +34.2% |
| 3Y | +54.2% | -18.8% | +73.0% | +43.7% |
| 5Y | +176.4% | -83.6% | +260.0% | +166.5% |
| All | +89.4% | -71.4% | +160.9% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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