+30.8%
VRTX vs ROIV
+101.7%
-71.0%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | 0.0% |
| 7D | -0.4% | +13.3% | -13.7% | -2.2% |
| 30D | +8.0% | +14.8% | -6.8% | +5.9% |
| 3M | +11.0% | +11.9% | -0.9% | +9.1% |
| 6M | +28.2% | +42.4% | -14.2% | +19.9% |
| YTD | +21.5% | +87.4% | -65.9% | +7.2% |
| All | +30.8% | +101.7% | -71.0% | +15.1% |
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