+636.4%
ADI vs VRTX
+441.1%
+195.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.9% |
| 7D | +2.6% | -6.4% | +9.0% | +4.5% |
| 30D | -4.6% | -0.5% | -4.1% | -4.6% |
| 3M | -9.5% | +16.9% | -26.4% | -14.0% |
| 6M | +14.8% | +13.1% | +1.8% | +9.9% |
| YTD | +35.8% | +14.9% | +20.9% | +29.1% |
| 1Y | +48.9% | +31.4% | +17.5% | +35.8% |
| 3Y | +115.6% | +51.9% | +63.7% | +83.1% |
| 5Y | +135.1% | +177.1% | -42.0% | +62.5% |
| 10Y | +636.4% | +456.3% | +180.2% | +385.1% |
| All | +636.4% | +441.1% | +195.4% | +385.1% |
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