+96.0%
VRTX vs OPEN
-87.0%
+182.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -21.8% | +22.6% | +1.7% |
| 7D | -2.1% | -22.2% | +20.1% | -1.3% |
| 30D | +8.2% | -38.3% | +46.5% | +10.0% |
| 3M | +13.0% | -59.4% | +72.4% | +16.6% |
| 6M | +27.9% | -74.4% | +102.3% | +33.9% |
| YTD | +20.7% | -76.0% | +96.7% | +26.2% |
| 1Y | +31.4% | -78.7% | +110.1% | +37.7% |
| 3Y | +41.8% | -30.0% | +71.8% | +32.1% |
| 5Y | +183.7% | -93.7% | +277.4% | +184.0% |
| All | +96.0% | -87.0% | +182.9% | +83.3% |
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