+58.8%
VRTX vs OPEN
-12.5%
+71.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.8% | -2.1% |
| 7D | +0.8% | -4.3% | +5.1% | +0.9% |
| 30D | +12.6% | -16.2% | +28.9% | +13.2% |
| 3M | +23.6% | -36.4% | +60.0% | +25.0% |
| 6M | +14.3% | -35.5% | +49.7% | +15.3% |
| YTD | +20.5% | -46.0% | +66.4% | +21.9% |
| 1Y | +37.6% | -47.1% | +84.7% | +37.6% |
| All | +58.8% | -12.5% | +71.3% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling