+426.7%
VRTX vs SPXU
-99.6%
+526.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | -0.5% |
| 7D | -5.6% | +2.5% | -8.1% | -5.0% |
| 30D | -2.0% | +4.2% | -6.1% | -0.8% |
| 3M | +15.8% | -9.3% | +25.1% | +13.3% |
| 6M | +4.7% | -30.7% | +35.4% | -3.8% |
| YTD | +13.7% | -28.1% | +41.8% | +5.9% |
| 1Y | +29.7% | -35.2% | +65.0% | +18.1% |
| 3Y | +48.4% | -79.9% | +128.4% | +5.4% |
| 5Y | +173.3% | -86.4% | +259.7% | +94.6% |
| All | +426.7% | -99.6% | +526.3% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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