+111.4%
DAL vs VRTX
+187.6%
-76.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -1.1% | -1.6% | +0.5% | -0.7% |
| 30D | +12.8% | +8.0% | +4.8% | +11.1% |
| 3M | -5.3% | +4.3% | -9.6% | -6.2% |
| 6M | +22.4% | +18.9% | +3.5% | +17.8% |
| YTD | +25.6% | +18.8% | +6.8% | +20.5% |
| 1Y | +45.5% | +24.0% | +21.6% | +38.3% |
| 3Y | +161.0% | +42.1% | +118.8% | +134.6% |
| All | +111.4% | +187.6% | -76.1% | +82.0% |
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 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