+122.8%
DAL vs VRTX
+580.6%
-457.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +2.0% |
| 7D | +8.8% | -2.1% | +10.9% | +9.2% |
| 30D | +5.4% | +8.2% | -2.8% | +3.9% |
| 3M | -4.9% | +13.0% | -18.0% | -7.1% |
| 6M | +19.8% | +27.9% | -8.1% | +14.5% |
| YTD | +27.0% | +20.7% | +6.3% | +22.2% |
| 1Y | +52.5% | +31.4% | +21.0% | +44.6% |
| 3Y | +173.8% | +41.8% | +132.0% | +152.2% |
| 5Y | +104.5% | +183.7% | -79.1% | +66.7% |
| All | +122.8% | +580.6% | -457.8% | +64.0% |
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