+128.1%
DAL vs VRTX
+519.5%
-391.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.2% |
| 7D | +10.0% | -0.4% | +10.5% | +10.1% |
| 30D | +12.0% | +8.0% | +4.0% | +10.5% |
| 3M | +0.8% | +11.0% | -10.3% | -1.2% |
| 6M | +26.2% | +28.2% | -2.0% | +20.5% |
| YTD | +33.7% | +21.5% | +12.2% | +28.5% |
| 1Y | +57.6% | +34.5% | +23.0% | +48.8% |
| 3Y | +183.5% | +49.5% | +134.0% | +158.5% |
| 5Y | +114.2% | +188.3% | -74.1% | +73.9% |
| 10Y | +128.1% | +493.1% | -365.0% | +73.2% |
| All | +128.1% | +519.5% | -391.4% | +73.2% |
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