+425.8%
VRTX vs RRC
+6.5%
+419.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | -7.8% | -1.2% | -6.6% | -7.7% |
| 30D | -2.8% | +3.0% | -5.8% | -3.0% |
| 3M | +18.1% | +7.3% | +10.8% | +17.5% |
| 6M | +3.1% | +3.6% | -0.5% | +2.6% |
| YTD | +13.5% | +19.4% | -5.9% | +11.9% |
| 1Y | +32.4% | +21.4% | +11.0% | +30.3% |
| 3Y | +50.0% | +32.8% | +17.2% | +45.5% |
| 5Y | +172.9% | +152.0% | +20.9% | +148.2% |
| All | +425.8% | +6.5% | +419.3% | +445.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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