+41.8%
VRTX vs TECH
+25.9%
+15.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -2.1% | +0.2% | -2.3% | -2.1% |
| 30D | +8.2% | +0.3% | +7.9% | +8.1% |
| 3M | +13.0% | +1.3% | +11.7% | +12.8% |
| 6M | +27.9% | +54.0% | -26.0% | +16.8% |
| YTD | +20.7% | +24.3% | -3.6% | +14.0% |
| 1Y | +31.4% | +25.8% | +5.6% | +23.7% |
| 3Y | +41.8% | +26.0% | +15.9% | +32.9% |
| All | +41.8% | +25.9% | +15.9% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling