+443.5%
VRTX vs TECH
+178.6%
+264.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | -3.4% | +0.2% | -3.6% | -3.5% |
| 30D | +6.6% | +0.1% | +6.5% | +6.6% |
| 3M | +19.4% | +37.5% | -18.1% | +8.0% |
| 6M | +15.8% | +34.6% | -18.8% | +3.7% |
| YTD | +16.7% | +23.5% | -6.8% | +6.9% |
| 1Y | +33.8% | +34.4% | -0.6% | +18.5% |
| 3Y | +54.2% | +2.3% | +51.9% | +43.3% |
| 5Y | +176.4% | -41.7% | +218.1% | +207.2% |
| 10Y | +443.5% | +177.6% | +265.9% | +123.5% |
| All | +443.5% | +178.6% | +264.9% | +123.5% |
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