+426.7%
VRTX vs SU
+267.2%
+159.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -5.6% | +2.2% | -7.8% | -5.9% |
| 30D | -2.0% | +8.4% | -10.4% | -3.0% |
| 3M | +15.8% | +12.1% | +3.7% | +13.9% |
| 6M | +4.7% | +19.7% | -15.0% | +1.6% |
| YTD | +13.7% | +58.4% | -44.7% | +5.9% |
| 1Y | +29.7% | +67.2% | -37.5% | +19.7% |
| 3Y | +48.4% | +125.0% | -76.6% | +29.4% |
| 5Y | +173.3% | +355.1% | -181.7% | +106.9% |
| All | +426.7% | +267.2% | +159.5% | +324.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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