+425.8%
VRTX vs TRI
+191.2%
+234.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | +0.1% | -0.9% |
| 7D | -7.8% | -14.4% | +6.6% | -3.7% |
| 30D | -2.8% | -8.1% | +5.3% | -0.7% |
| 3M | +18.1% | +17.5% | +0.6% | +11.1% |
| 6M | +3.1% | -5.0% | +8.0% | +2.8% |
| YTD | +13.5% | -24.7% | +38.2% | +22.1% |
| 1Y | +32.4% | -41.5% | +73.9% | +57.8% |
| 3Y | +50.0% | -20.3% | +70.3% | +51.8% |
| 5Y | +172.9% | -10.9% | +183.8% | +157.5% |
| All | +425.8% | +191.2% | +234.6% | +167.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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