+29.7%
VRTX vs SU
+67.3%
-37.6%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -5.6% | +2.2% | -7.8% | -5.3% |
| 30D | -2.0% | +8.4% | -10.4% | -0.9% |
| 3M | +15.8% | +12.1% | +3.7% | +17.5% |
| 6M | +4.7% | +19.7% | -15.0% | +5.7% |
| YTD | +13.7% | +58.4% | -44.7% | +14.5% |
| 1Y | +29.7% | +67.2% | -37.5% | +31.4% |
| All | +29.7% | +67.3% | -37.6% | +31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling