+620.2%
ADI vs VRTX
+483.3%
+136.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.0% | -2.6% |
| 7D | +9.5% | -1.6% | +11.0% | +10.0% |
| 30D | -1.4% | +8.0% | -9.4% | -3.7% |
| 3M | +4.7% | +4.3% | +0.4% | +2.9% |
| 6M | -7.4% | +18.9% | -26.3% | -12.9% |
| YTD | +48.1% | +18.8% | +29.3% | +38.7% |
| 1Y | +69.6% | +24.0% | +45.7% | +56.8% |
| 3Y | +144.4% | +42.1% | +102.2% | +110.5% |
| 5Y | +134.1% | +187.6% | -53.5% | +57.3% |
| All | +620.2% | +483.3% | +136.8% | +367.6% |
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