+425.8%
VRTX vs SPXS
-99.5%
+525.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.1% | -0.8% |
| 7D | -7.8% | +6.4% | -14.2% | -6.2% |
| 30D | -2.8% | +6.0% | -8.8% | -1.3% |
| 3M | +18.1% | -11.6% | +29.7% | +14.8% |
| 6M | +3.1% | -28.7% | +31.8% | -4.5% |
| YTD | +13.5% | -26.3% | +39.8% | +6.4% |
| 1Y | +32.4% | -34.9% | +67.4% | +20.8% |
| 3Y | +50.0% | -79.5% | +129.5% | +7.3% |
| 5Y | +172.9% | -85.9% | +258.8% | +96.3% |
| All | +425.8% | -99.5% | +525.4% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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