+94.4%
VRTX vs OPEN
-88.5%
+182.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.5% | +8.7% | -0.4% |
| 7D | 0.0% | -31.0% | +31.0% | +1.3% |
| 30D | +11.8% | -41.5% | +53.3% | +13.9% |
| 3M | +3.2% | -64.6% | +67.8% | +7.0% |
| 6M | +21.0% | -73.8% | +94.8% | +26.6% |
| YTD | +19.7% | -78.8% | +98.5% | +25.7% |
| 1Y | +25.0% | -86.8% | +111.8% | +33.5% |
| 3Y | +45.2% | -40.6% | +85.8% | +36.2% |
| 5Y | +189.7% | -94.7% | +284.4% | +192.1% |
| All | +94.4% | -88.5% | +182.9% | +82.7% |
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