+188.2%
VRTX vs OPEN
-94.8%
+283.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.6% |
| 7D | -1.6% | -15.0% | +13.4% | -1.0% |
| 30D | +8.0% | -40.2% | +48.2% | +9.8% |
| 3M | +4.3% | -67.4% | +71.7% | +8.3% |
| 6M | +18.9% | -74.0% | +92.9% | +24.1% |
| YTD | +18.8% | -79.6% | +98.4% | +24.6% |
| 1Y | +24.0% | -86.1% | +110.1% | +31.6% |
| 3Y | +42.1% | -41.4% | +83.5% | +33.6% |
| All | +188.2% | -94.8% | +283.1% | +150.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling