+65.5%
VZ vs VRTX
+519.5%
-454.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | +2.2% | -0.4% | +2.7% | +2.3% |
| 30D | +10.6% | +8.0% | +2.6% | +9.6% |
| 3M | -0.6% | +11.0% | -11.7% | -1.9% |
| 6M | +0.7% | +28.2% | -27.4% | -2.3% |
| YTD | +20.6% | +21.5% | -0.9% | +17.4% |
| 1Y | +22.7% | +34.5% | -11.8% | +17.9% |
| 3Y | +57.2% | +49.5% | +7.8% | +47.3% |
| 5Y | +21.4% | +188.3% | -166.9% | +4.2% |
| 10Y | +65.5% | +493.1% | -427.6% | +44.9% |
| All | +65.5% | +519.5% | -454.0% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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