+425.8%
VRTX vs TROW
+132.8%
+293.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -7.8% | -3.0% | -4.8% | -6.8% |
| 30D | -2.8% | -5.5% | +2.6% | -1.0% |
| 3M | +18.1% | +2.3% | +15.8% | +17.1% |
| 6M | +3.1% | +23.9% | -20.8% | -4.1% |
| YTD | +13.5% | +7.9% | +5.6% | +10.1% |
| 1Y | +32.4% | +6.1% | +26.3% | +28.9% |
| 3Y | +50.0% | +13.8% | +36.2% | +39.8% |
| 5Y | +172.9% | -38.2% | +211.1% | +210.5% |
| All | +425.8% | +132.8% | +293.0% | +186.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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