+12,075.3%
VRTX vs TECH
+19,876.6%
-7,801.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +3.2% | +0.2% | +3.0% | +3.1% |
| 30D | +7.4% | +0.5% | +6.9% | +7.2% |
| 3M | +4.6% | +1.1% | +3.5% | +4.2% |
| 6M | +27.5% | +51.0% | -23.6% | +8.5% |
| YTD | +20.9% | +24.4% | -3.5% | +7.8% |
| 1Y | +30.1% | +27.4% | +2.6% | +14.8% |
| 3Y | +46.6% | +28.5% | +18.1% | +22.3% |
| 5Y | +191.6% | -40.9% | +232.4% | +210.8% |
| 10Y | +474.5% | +192.5% | +282.1% | +218.6% |
| All | +12,075.3% | +19,876.6% | -7,801.3% | +2,735.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling