+33.9%
DAL vs VRTX
+37.4%
-3.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.2% |
| 7D | +0.1% | +0.8% | -0.7% | -0.1% |
| 30D | -13.9% | +12.6% | -26.6% | -16.2% |
| 3M | +1.1% | +23.6% | -22.6% | -3.7% |
| 6M | +26.2% | +14.3% | +12.0% | +21.8% |
| YTD | +16.4% | +20.5% | -4.0% | +10.7% |
| 1Y | +33.9% | +37.6% | -3.7% | +27.8% |
| All | +33.9% | +37.4% | -3.5% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling