+470.4%
VRTX vs RRC
+73.1%
+397.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -0.8% |
| 7D | -1.6% | +6.4% | -7.9% | -1.9% |
| 30D | +8.0% | +23.9% | -15.8% | +6.5% |
| 3M | +4.3% | +30.2% | -25.9% | +2.4% |
| 6M | +18.9% | +26.3% | -7.4% | +16.9% |
| YTD | +18.8% | +48.1% | -29.3% | +15.5% |
| 1Y | +24.0% | +37.7% | -13.7% | +21.0% |
| 3Y | +42.1% | +60.3% | -18.2% | +36.5% |
| 5Y | +187.6% | +135.3% | +52.3% | +165.3% |
| All | +470.4% | +73.1% | +397.4% | +403.1% |
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