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DASHBOARDS: Portfolio Hub Market Pulse Performance

VRTX

Vertex Pharmaceuticals Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for VRTX (Vertex Pharmaceuticals Inc) using the Excess Return SMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -52.6% (compared to the benchmark's drawdown of -91.8%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 4.1%, compared to a Buy-and-Hold benchmark return of 14.1%. The strategy executed 96 total trades.

* Excess Return SMA: Advanced Single Moving Average model utilizing custom duration weighting and dynamic Stop Loss limits.

VRTX Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR-12.12%1.08%11.78%19.16%4.03%17.43%4.08%14.13%
Sharpe Ratio-0.520.030.440.600.150.490.120.25
Max Drawdown-22.89%-22.39%-33.92%-29.07%-42.80%-41.60%-52.56%-91.77%
% Time Invested20.2%100.0%74.2%100.0%71.5%100.0%56.1%100.0%
Trades / Year1.00.00.80.01.60.02.90.0

Cumulative Growth Performance

Return Distribution Analysis

Return Distribution

Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
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2025-08-28 2025-10-28 Completed 100% $389.24 $418.00 7.34% Signal
2025-08-06 2025-08-28 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2025-05-30 2025-08-06 Completed 100% $447.64 $375.76 -16.10% Stop
2025-05-07 2025-05-30 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2025-01-16 2025-05-07 Completed 100% $423.41 $447.52 5.64% Stop
2024-12-20 2025-01-16 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2021-12-22 2024-12-20 Completed 100% $218.60 $395.72 80.93% Stop
2021-08-13 2021-12-22 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2021-07-12 2021-08-13 Completed 100% $198.00 $195.00 -1.56% Signal
2021-06-17 2021-07-12 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2021-03-17 2021-06-17 Completed 100% $217.16 $187.49 -13.71% Stop
2021-02-23 2021-03-17 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2020-11-09 2021-02-23 Completed 100% $224.41 $215.20 -4.15% Stop
2020-10-16 2020-11-09 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2020-10-05 2020-10-16 Completed 100% $262.86 $217.79 -17.19% Stop
2020-09-11 2020-10-05 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2020-04-06 2020-09-11 Completed 100% $248.61 $257.84 3.66% Stop
2020-03-13 2020-04-06 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2019-05-14 2020-03-13 Completed 100% $165.60 $218.23 31.72% Stop
2019-04-22 2019-05-14 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2019-01-15 2019-04-22 Completed 100% $184.37 $167.79 -9.04% Stop
2018-12-20 2019-01-15 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2018-11-16 2018-12-20 Completed 100% $166.26 $158.52 -4.70% Stop
2018-10-25 2018-11-16 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2018-05-24 2018-10-25 Completed 100% $156.99 $157.00 -0.04% Stop
2018-05-02 2018-05-24 Interest (CASH) 100% $1.00 $1.00 0.12% Interest Income
2018-03-07 2018-05-02 Completed 100% $167.94 $151.32 -9.94% Stop
2018-02-12 2018-03-07 Interest (CASH) 100% $1.00 $1.00 0.10% Interest Income
2017-11-20 2018-02-12 Completed 100% $146.92 $153.41 4.37% Stop
2017-10-27 2017-11-20 Interest (CASH) 100% $1.00 $1.00 0.08% Interest Income
2017-06-05 2017-10-27 Completed 100% $127.85 $141.41 10.55% Stop
2016-06-16 2017-06-05 Interest (CASH) 100% $1.00 $1.00 0.49% Interest Income
2016-04-11 2016-06-16 Completed 100% $85.96 $89.95 4.59% Signal
2016-03-17 2016-04-11 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2016-02-03 2016-03-17 Completed 100% $91.54 $79.33 -13.38% Stop
2016-01-11 2016-02-03 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2015-10-15 2016-01-11 Completed 100% $113.07 $109.88 -2.87% Stop
2015-09-23 2015-10-15 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2015-09-17 2015-09-23 Completed 100% $134.03 $114.26 -14.79% Stop
2015-08-25 2015-09-17 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2015-04-27 2015-08-25 Completed 100% $134.09 $126.71 -5.55% Stop
2015-04-02 2015-04-27 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2015-02-26 2015-04-02 Completed 100% $119.05 $115.85 -2.74% Stop
2015-02-03 2015-02-26 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2014-11-07 2015-02-03 Completed 100% $116.83 $111.18 -4.88% Stop
2014-10-16 2014-11-07 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2014-04-16 2014-10-16 Completed 100% $63.81 $99.25 55.46% Stop
2014-03-25 2014-04-16 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-12-06 2014-03-25 Completed 100% $67.13 $72.75 8.32% Stop
2013-11-13 2013-12-06 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-11-01 2013-11-13 Completed 100% $70.16 $59.83 -14.77% Stop
2013-10-10 2013-11-01 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-09-12 2013-10-10 Completed 100% $81.76 $70.12 -14.28% Stop
2013-08-20 2013-09-12 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2012-11-15 2013-08-20 Completed 100% $41.71 $75.34 80.54% Stop
2012-10-22 2012-11-15 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2012-07-24 2012-10-22 Completed 100% $49.73 $50.20 0.89% Stop
2012-06-29 2012-07-24 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2012-06-21 2012-06-29 Completed 100% $59.19 $53.24 -10.10% Stop
2012-05-30 2012-06-21 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2012-05-08 2012-05-30 Completed 100% $57.56 $57.72 0.23% Stop
2012-04-16 2012-05-08 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2011-11-28 2012-04-16 Completed 100% $27.12 $36.14 33.19% Stop
2011-11-03 2011-11-28 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-10-24 2011-11-03 Completed 100% $41.62 $37.42 -10.14% Stop
2011-09-30 2011-10-24 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-08-29 2011-09-30 Completed 100% $45.00 $43.91 -2.47% Stop
2011-08-05 2011-08-29 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-07-05 2011-08-05 Completed 100% $51.84 $44.18 -14.82% Stop
2011-06-10 2011-07-05 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-01-03 2011-06-10 Completed 100% $35.20 $48.01 36.32% Stop
2010-12-09 2011-01-03 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2010-07-27 2010-12-09 Completed 100% $34.02 $32.58 -4.28% Stop
2010-07-02 2010-07-27 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2010-05-28 2010-07-02 Completed 100% $34.28 $32.45 -5.39% Stop
2010-05-06 2010-05-28 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2010-03-03 2010-05-06 Completed 100% $41.79 $37.68 -9.88% Stop
2010-02-08 2010-03-03 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2009-11-17 2010-02-08 Completed 100% $40.05 $37.00 -7.66% Stop
2009-10-26 2009-11-17 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2009-03-02 2009-10-26 Completed 100% $28.86 $32.45 12.38% Stop
2007-10-19 2009-03-02 Interest (CASH) 100% $1.00 $1.02 2.09% Interest Income
2007-07-03 2007-10-19 Completed 100% $28.36 $30.78 8.48% Stop
2007-06-11 2007-07-03 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
2007-03-01 2007-06-11 Completed 100% $30.36 $27.82 -8.41% Stop
2007-02-06 2007-03-01 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
2007-01-10 2007-02-06 Completed 100% $33.63 $32.70 -2.81% Stop
2006-12-14 2007-01-10 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
2006-08-31 2006-12-14 Completed 100% $35.67 $37.81 5.95% Stop
2006-08-09 2006-08-31 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
2006-06-12 2006-08-09 Completed 100% $31.88 $30.88 -3.19% Stop
2006-05-18 2006-06-12 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
2006-05-03 2006-05-18 Completed 100% $34.27 $31.10 -9.30% Stop
2006-04-10 2006-05-03 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
2006-04-03 2006-04-10 Completed 100% $36.64 $32.65 -10.93% Stop
2006-03-10 2006-04-03 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
2005-11-03 2006-03-10 Completed 100% $24.37 $37.61 54.25% Stop
2005-10-12 2005-11-03 Interest (CASH) 100% $1.00 $1.00 0.24% Interest Income
2005-06-28 2005-10-12 Completed 100% $15.82 $21.95 38.68% Stop
2004-10-11 2005-06-28 Interest (CASH) 100% $1.00 $1.02 1.80% Interest Income
2004-10-07 2004-10-11 Completed 100% $11.57 $10.72 -7.39% Stop
2004-01-13 2004-10-07 Interest (CASH) 100% $1.00 $1.01 0.88% Interest Income
2004-01-02 2004-01-13 Completed 100% $10.35 $9.58 -7.49% Stop
2003-05-08 2004-01-02 Interest (CASH) 100% $1.00 $1.01 0.62% Interest Income
2003-05-07 2003-05-08 Completed 100% $13.20 $12.25 -7.24% Stop
2001-12-13 2003-05-07 Interest (CASH) 100% $1.00 $1.02 2.12% Interest Income
2001-10-08 2001-12-13 Completed 100% $18.70 $23.98 28.17% Stop
2001-09-10 2001-10-08 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2001-08-10 2001-09-10 Completed 100% $35.28 $32.11 -9.03% Stop
2001-07-19 2001-08-10 Interest (CASH) 100% $1.00 $1.00 0.22% Interest Income
2001-07-06 2001-07-19 Completed 100% $44.61 $40.25 -9.82% Stop
2001-06-13 2001-07-06 Interest (CASH) 100% $1.00 $1.00 0.22% Interest Income
2001-05-30 2001-06-13 Completed 100% $43.44 $46.14 6.16% Stop
2001-05-07 2001-05-30 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
2001-04-27 2001-05-07 Completed 100% $39.59 $37.90 -4.32% Stop
2001-04-04 2001-04-27 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
2001-03-26 2001-04-04 Completed 100% $32.62 $32.00 -1.96% Stop
2001-03-02 2001-03-26 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
2001-02-27 2001-03-02 Completed 100% $55.00 $46.81 -14.93% Stop
2001-02-02 2001-02-27 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
2001-01-18 2001-02-02 Completed 100% $54.75 $63.12 15.24% Stop
2000-12-22 2001-01-18 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
2000-12-07 2000-12-22 Completed 100% $69.88 $66.25 -5.24% Stop
2000-11-14 2000-12-07 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
2000-10-26 2000-11-14 Completed 100% $96.62 $77.95 -19.36% Stop
2000-10-04 2000-10-26 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
2000-08-16 2000-10-04 Completed 100% $61.66 $74.50 20.77% Stop
2000-07-25 2000-08-16 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
2000-06-19 2000-07-25 Completed 100% $45.50 $57.94 27.27% Stop
2000-05-25 2000-06-19 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-04-28 2000-05-25 Completed 100% $24.38 $30.88 26.60% Stop
2000-04-05 2000-04-28 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-03-31 2000-04-05 Completed 100% $24.25 $20.75 -14.48% Stop
2000-03-09 2000-03-31 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-02-22 2000-03-09 Completed 100% $30.81 $33.88 9.88% Stop
2000-01-28 2000-02-22 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
2000-01-25 2000-01-28 Completed 100% $24.69 $21.12 -14.47% Stop
1998-11-25 2000-01-25 Interest (CASH) 100% $1.00 $1.06 5.57% Interest Income
1998-10-26 1998-11-25 Completed 100% $12.56 $11.75 -6.51% Stop
1998-09-25 1998-10-26 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1998-09-23 1998-09-25 Completed 100% $13.62 $12.00 -11.97% Stop
1998-03-23 1998-09-23 Interest (CASH) 100% $1.00 $1.03 2.54% Interest Income
1997-12-08 1998-03-23 Completed 100% $13.88 $16.38 17.96% Stop
1997-11-13 1997-12-08 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1997-10-27 1997-11-13 Completed 100% $16.25 $14.25 -12.35% Stop
1997-10-03 1997-10-27 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1997-09-05 1997-10-03 Completed 100% $17.69 $17.44 -1.46% Stop
1997-08-13 1997-09-05 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1997-07-23 1997-08-13 Completed 100% $18.62 $15.25 -18.16% Stop
1997-06-30 1997-07-23 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1997-04-25 1997-06-30 Completed 100% $16.12 $20.06 24.36% Stop
1997-04-03 1997-04-25 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1997-03-26 1997-04-03 Completed 100% $22.56 $19.75 -12.51% Stop
1997-03-04 1997-03-26 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1997-02-13 1997-03-04 Completed 100% $23.50 $21.88 -6.96% Stop
1997-01-22 1997-02-13 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1996-12-09 1997-01-22 Completed 100% $16.62 $21.12 27.00% Stop
1996-11-14 1996-12-09 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1996-10-11 1996-11-14 Completed 100% $15.06 $15.75 4.51% Stop
1996-09-19 1996-10-11 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1996-08-08 1996-09-19 Completed 100% $12.25 $15.38 25.45% Stop
1996-07-17 1996-08-08 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1996-07-15 1996-07-17 Completed 100% $13.88 $12.62 -9.05% Stop
1996-06-20 1996-07-15 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1996-04-24 1996-06-20 Completed 100% $14.50 $15.38 5.98% Stop
1996-04-01 1996-04-24 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
1996-03-04 1996-04-01 Completed 100% $13.81 $13.50 -2.31% Stop
1996-02-08 1996-03-04 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
1996-01-10 1996-02-08 Completed 100% $12.75 $11.75 -7.89% Stop
1995-12-15 1996-01-10 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1995-10-06 1995-12-15 Completed 100% $9.12 $9.25 1.32% Stop
1995-09-14 1995-10-06 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1995-08-11 1995-09-14 Completed 100% $9.75 $9.88 1.23% Stop
1995-07-20 1995-08-11 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
1995-07-12 1995-07-20 Completed 100% $7.88 $6.75 -14.33% Stop
1995-04-21 1995-07-12 Interest (CASH) 100% $1.00 $1.01 1.25% Interest Income
1995-04-04 1995-04-21 Completed 100% $6.50 $6.88 5.72% Signal
1995-03-13 1995-04-04 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
1995-02-07 1995-03-13 Completed 100% $7.88 $7.12 -9.57% Stop
1995-01-16 1995-02-07 Interest (CASH) 100% $1.00 $1.00 0.37% Interest Income
1995-01-04 1995-01-16 Completed 100% $7.62 $7.75 1.59% Stop
1994-12-09 1995-01-04 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
1994-11-15 1994-12-09 Completed 100% $6.75 $5.50 -18.56% Stop
1994-10-24 1994-11-15 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1994-07-22 1994-10-24 Completed 100% $5.88 $6.50 10.58% Stop
1994-06-29 1994-07-22 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
1994-05-13 1994-06-29 Completed 100% $6.62 $6.12 -7.59% Stop
1994-04-20 1994-05-13 Interest (CASH) 100% $1.00 $1.00 0.26% Interest Income
1994-04-04 1994-04-20 Completed 100% $6.50 $6.50 -0.05% Stop
1994-03-10 1994-04-04 Interest (CASH) 100% $1.00 $1.00 0.22% Interest Income
1993-12-07 1994-03-10 Completed 100% $7.75 $8.12 4.79% Stop
1993-09-30 1993-12-07 Interest (CASH) 100% $1.00 $1.01 0.57% Interest Income