+46.6%
VRTX vs ROIV
+379.0%
-332.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.8% |
| 7D | +3.2% | +14.3% | -11.1% | +0.6% |
| 30D | +7.4% | +16.2% | -8.8% | +4.3% |
| 3M | +4.6% | +15.1% | -10.5% | +1.2% |
| 6M | +27.5% | +44.2% | -16.8% | +16.6% |
| YTD | +20.9% | +89.8% | -69.0% | +3.0% |
| 1Y | +30.1% | +94.6% | -64.5% | +10.0% |
| 3Y | +46.6% | +367.5% | -320.9% | -1.7% |
| All | +46.6% | +379.0% | -332.3% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling