+31.4%
VRTX vs SUI
-0.1%
+31.6%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.2% |
| 7D | -2.1% | +6.2% | -8.3% | -3.7% |
| 30D | +8.2% | +8.6% | -0.4% | +5.5% |
| 3M | +13.0% | +1.0% | +12.0% | +12.3% |
| 6M | +27.9% | -2.6% | +30.5% | +27.9% |
| YTD | +20.7% | -0.1% | +20.8% | +21.3% |
| 1Y | +31.4% | +0.5% | +31.0% | +33.7% |
| All | +31.4% | -0.1% | +31.6% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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