+493.1%
VRTX vs RRC
+63.1%
+430.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | -0.4% | -10.3% | +9.9% | +0.2% |
| 30D | +8.0% | +19.5% | -11.5% | +6.7% |
| 3M | +11.0% | +27.9% | -16.9% | +9.2% |
| 6M | +28.2% | +21.2% | +7.0% | +26.3% |
| YTD | +21.5% | +39.6% | -18.1% | +18.5% |
| 1Y | +34.5% | +31.3% | +3.3% | +31.7% |
| 3Y | +49.5% | +51.9% | -2.5% | +43.9% |
| 5Y | +188.3% | +110.2% | +78.1% | +167.6% |
| 10Y | +493.1% | +56.7% | +436.4% | +423.6% |
| All | +493.1% | +63.1% | +430.0% | +423.6% |
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