+456.3%
VRTX vs QID
-99.1%
+555.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.3% |
| 7D | -6.4% | -1.9% | -4.5% | -6.9% |
| 30D | -0.5% | +1.7% | -2.2% | 0.0% |
| 3M | +16.9% | -3.9% | +20.8% | +16.1% |
| 6M | +13.1% | -30.0% | +43.1% | +2.4% |
| YTD | +14.9% | -28.2% | +43.2% | +5.3% |
| 1Y | +31.4% | -35.6% | +67.1% | +16.9% |
| 3Y | +51.9% | -74.3% | +126.2% | +6.2% |
| 5Y | +177.1% | -80.8% | +257.9% | +96.9% |
| 10Y | +456.3% | -99.2% | +555.4% | +7.4% |
| All | +456.3% | -99.1% | +555.4% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling