+70.6%
VZ vs VRTX
+482.4%
-411.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.1% | +0.6% |
| 7D | +2.4% | +3.2% | -0.9% | +2.0% |
| 30D | +11.2% | +7.4% | +3.8% | +10.3% |
| 3M | 0.0% | +4.6% | -4.6% | -0.6% |
| 6M | +1.3% | +27.5% | -26.2% | -1.7% |
| YTD | +21.3% | +20.9% | +0.4% | +18.1% |
| 1Y | +23.9% | +30.1% | -6.1% | +19.6% |
| 3Y | +57.7% | +46.6% | +11.1% | +48.0% |
| 5Y | +21.2% | +191.6% | -170.4% | +3.8% |
| 10Y | +70.6% | +474.5% | -404.0% | +50.2% |
| All | +70.6% | +482.4% | -411.9% | +50.2% |
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