+168.1%
DAL vs VRTX
+43.0%
+125.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.2% | -4.2% |
| 7D | +4.6% | +0.5% | +4.1% | +4.5% |
| 30D | +2.3% | +8.0% | -5.7% | +1.1% |
| 3M | -8.1% | +11.9% | -20.0% | -9.8% |
| 6M | +21.4% | +27.8% | -6.4% | +16.8% |
| YTD | +24.3% | +19.7% | +4.7% | +20.3% |
| 1Y | +47.4% | +30.1% | +17.3% | +41.2% |
| All | +168.1% | +43.0% | +125.0% | +160.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling