+470.4%
VRTX vs TECH
+187.9%
+282.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.8% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +8.0% | +0.5% | +7.5% | +7.9% |
| 3M | +4.3% | +1.1% | +3.2% | +4.0% |
| 6M | +18.9% | +62.8% | -44.0% | +2.5% |
| YTD | +18.8% | +24.5% | -5.7% | +8.8% |
| 1Y | +24.0% | +20.6% | +3.3% | +14.5% |
| 3Y | +42.1% | +29.5% | +12.7% | +22.3% |
| 5Y | +187.6% | -40.9% | +228.5% | +218.9% |
| All | +470.4% | +187.9% | +282.5% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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