+279.9%
VRTX vs USHY
+50.7%
+229.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.8% | -0.1% | +0.9% | +1.0% |
| 30D | +12.6% | +0.1% | +12.6% | +12.5% |
| 3M | +23.6% | +0.8% | +22.8% | +22.4% |
| 6M | +14.3% | +1.7% | +12.5% | +12.0% |
| YTD | +20.5% | +2.5% | +18.0% | +17.0% |
| 1Y | +37.6% | +4.4% | +33.2% | +30.6% |
| 3Y | +55.5% | +27.4% | +28.2% | +16.4% |
| 5Y | +175.7% | +21.7% | +154.0% | +120.6% |
| All | +279.9% | +50.7% | +229.1% | +120.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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