+12,036.0%
VRTX vs TECH
+19,769.6%
-7,733.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | +12.6% | +0.7% | +11.9% | +12.4% |
| 3M | +23.6% | +36.3% | -12.7% | +9.4% |
| 6M | +14.3% | +25.6% | -11.3% | +2.2% |
| YTD | +20.5% | +23.7% | -3.2% | +7.7% |
| 1Y | +37.6% | +37.6% | -0.1% | +17.4% |
| 3Y | +55.5% | -6.6% | +62.1% | +45.5% |
| 5Y | +175.7% | -42.2% | +218.0% | +195.5% |
| 10Y | +474.2% | +187.6% | +286.6% | +220.6% |
| All | +12,036.0% | +19,769.6% | -7,733.6% | +2,731.5% |
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 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