+141.2%
ADI vs VRTX
+175.7%
-34.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.4% | +1.0% |
| 7D | +2.4% | -3.4% | +5.9% | +3.3% |
| 30D | -6.6% | +6.6% | -13.2% | -8.2% |
| 3M | -9.8% | +19.4% | -29.2% | -14.2% |
| 6M | +15.7% | +15.8% | -0.1% | +10.6% |
| YTD | +35.1% | +16.7% | +18.5% | +28.8% |
| 1Y | +47.7% | +33.8% | +13.9% | +35.5% |
| 3Y | +114.5% | +54.2% | +60.3% | +84.0% |
| 5Y | +141.2% | +176.4% | -35.1% | +67.8% |
| All | +141.2% | +175.7% | -34.5% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling