+97.3%
VRTX vs OPEN
-86.9%
+184.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.7% |
| 7D | -0.4% | -21.7% | +21.3% | +0.4% |
| 30D | +8.0% | -36.5% | +44.5% | +9.6% |
| 3M | +11.0% | -59.5% | +70.6% | +14.6% |
| 6M | +28.2% | -71.9% | +100.0% | +33.7% |
| YTD | +21.5% | -75.8% | +97.3% | +27.0% |
| 1Y | +34.5% | -78.5% | +113.0% | +40.9% |
| 3Y | +49.5% | -30.2% | +79.7% | +39.3% |
| 5Y | +188.3% | -93.3% | +281.6% | +187.6% |
| All | +97.3% | -86.9% | +184.2% | +84.6% |
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