+100.2%
DAL vs VRTX
+180.0%
-79.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.2% | -4.1% |
| 7D | +4.6% | +0.5% | +4.1% | +4.4% |
| 30D | +2.3% | +8.0% | -5.7% | +0.7% |
| 3M | -8.1% | +11.9% | -20.0% | -10.4% |
| 6M | +21.4% | +27.8% | -6.4% | +15.1% |
| YTD | +24.3% | +19.7% | +4.7% | +19.0% |
| 1Y | +47.4% | +30.1% | +17.3% | +38.7% |
| 3Y | +164.6% | +44.2% | +120.4% | +136.8% |
| 5Y | +100.2% | +181.3% | -81.1% | +68.6% |
| All | +100.2% | +180.0% | -79.8% | +68.6% |
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