+102.9%
DAL vs VRTX
+183.5%
-80.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +2.0% |
| 7D | +8.8% | -2.1% | +10.9% | +9.3% |
| 30D | +5.4% | +8.2% | -2.8% | +3.7% |
| 3M | -4.9% | +13.0% | -18.0% | -7.5% |
| 6M | +19.8% | +27.9% | -8.1% | +13.6% |
| YTD | +27.0% | +20.7% | +6.3% | +21.4% |
| 1Y | +52.5% | +31.4% | +21.0% | +43.2% |
| 3Y | +173.8% | +41.8% | +132.0% | +146.6% |
| All | +102.9% | +183.5% | -80.6% | +70.5% |
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