+41.8%
VRTX vs OPEN
-35.5%
+77.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -21.8% | +22.6% | +1.5% |
| 7D | -2.1% | -22.2% | +20.1% | -1.5% |
| 30D | +8.2% | -38.3% | +46.5% | +9.5% |
| 3M | +13.0% | -59.4% | +72.4% | +15.7% |
| 6M | +27.9% | -74.4% | +102.3% | +32.4% |
| YTD | +20.7% | -76.0% | +96.7% | +24.7% |
| 1Y | +31.4% | -78.7% | +110.1% | +36.0% |
| 3Y | +41.8% | -30.0% | +71.8% | +41.9% |
| All | +41.8% | -35.5% | +77.3% | +41.9% |
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