+95.6%
VRTX vs OPEN
-70.7%
+166.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.8% | -2.1% |
| 7D | +0.8% | -4.3% | +5.1% | +1.0% |
| 30D | +12.6% | -16.2% | +28.9% | +13.3% |
| 3M | +23.6% | -36.4% | +60.0% | +25.5% |
| 6M | +14.3% | -35.5% | +49.7% | +15.6% |
| YTD | +20.5% | -46.0% | +66.4% | +22.4% |
| 1Y | +37.6% | -47.1% | +84.7% | +37.7% |
| 3Y | +55.5% | -19.0% | +74.6% | +45.0% |
| 5Y | +175.7% | -83.6% | +259.3% | +165.9% |
| All | +95.6% | -70.7% | +166.3% | +77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling