+37.6%
VRTX vs ROIV
+177.7%
-140.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.4% |
| 7D | +0.8% | +0.6% | +0.2% | +0.7% |
| 30D | +12.6% | +1.0% | +11.7% | +12.3% |
| 3M | +23.6% | +18.3% | +5.3% | +19.8% |
| 6M | +14.3% | +18.3% | -4.0% | +10.4% |
| YTD | +20.5% | +61.0% | -40.5% | +10.2% |
| 1Y | +37.6% | +177.9% | -140.3% | +19.1% |
| All | +37.6% | +177.7% | -140.1% | +19.1% |
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