+30.2%
VRTX vs ROIV
+97.8%
-67.6%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.1% | -2.6% | +2.6% |
| 7D | +3.7% | +3.0% | +0.6% | +3.2% |
| 30D | +9.0% | +6.8% | +2.2% | +8.0% |
| 3M | +14.7% | +10.5% | +4.2% | +12.6% |
| 6M | +27.7% | +34.8% | -7.1% | +20.3% |
| YTD | +21.1% | +76.2% | -55.1% | +7.6% |
| 1Y | +30.2% | +92.4% | -62.2% | +11.6% |
| All | +30.2% | +97.8% | -67.6% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling