+33.8%
VRTX vs TXT
-2.3%
+36.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.7% | -3.2% |
| 7D | -3.4% | -0.2% | -3.2% | -3.4% |
| 30D | +6.6% | -11.1% | +17.7% | +8.4% |
| 3M | +19.4% | -13.0% | +32.4% | +21.5% |
| 6M | +15.8% | -16.2% | +32.0% | +18.2% |
| YTD | +16.7% | -8.7% | +25.4% | +16.6% |
| 1Y | +33.8% | -3.8% | +37.6% | +30.8% |
| All | +33.8% | -2.3% | +36.1% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 1y: compounded portfolio wealth divided by compounded TXT 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…
1y analysis · Full analysis span regression · 6 months rolling