-5.9%
DASH vs VRTX
+138.2%
-144.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -2.8% | +3.2% | -6.0% | -3.4% |
| 30D | -9.3% | +7.4% | -16.7% | -10.7% |
| 3M | -15.1% | +4.6% | -19.6% | -15.9% |
| 6M | +8.7% | +27.5% | -18.7% | +3.0% |
| YTD | -21.3% | +20.9% | -42.1% | -25.0% |
| 1Y | -12.7% | +30.1% | -42.7% | -18.3% |
| 3Y | +103.8% | +46.6% | +57.2% | +80.2% |
| 5Y | -16.8% | +191.6% | -208.4% | -30.9% |
| All | -5.9% | +138.2% | -144.2% | -25.9% |
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