+494.6%
VRTX vs RACE
+741.5%
-246.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.4% | -3.9% | +3.5% | +0.8% |
| 30D | +7.9% | +6.8% | +1.1% | +5.7% |
| 3M | +3.3% | +1.3% | +1.9% | +2.7% |
| 6M | +25.7% | +26.3% | -0.6% | +16.6% |
| YTD | +20.7% | +13.8% | +6.9% | +14.7% |
| 1Y | +27.4% | -0.5% | +27.9% | +26.2% |
| 3Y | +46.4% | +25.6% | +20.8% | +28.6% |
| 5Y | +194.3% | +67.6% | +126.7% | +127.2% |
| 10Y | +494.6% | +724.7% | -230.1% | +191.2% |
| All | +494.6% | +741.5% | -246.9% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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