+31.4%
VRTX vs TECH
+34.1%
-2.6%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -6.4% | -0.1% | -6.3% | -6.4% |
| 30D | -0.5% | +0.3% | -0.8% | -0.6% |
| 3M | +16.9% | +32.9% | -16.0% | +12.7% |
| 6M | +13.1% | +32.1% | -19.0% | +8.1% |
| YTD | +14.9% | +23.4% | -8.4% | +11.1% |
| 1Y | +31.4% | +34.1% | -2.6% | +24.8% |
| All | +31.4% | +34.1% | -2.6% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling