-8.9%
DASH vs VRTX
+135.9%
-144.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -3.0% |
| 7D | -4.1% | 0.0% | -4.1% | -4.1% |
| 30D | -10.6% | +11.8% | -22.5% | -12.7% |
| 3M | -18.8% | +3.2% | -22.0% | -19.3% |
| 6M | +11.2% | +21.0% | -9.8% | +6.5% |
| YTD | -23.8% | +19.7% | -43.5% | -27.2% |
| 1Y | -12.2% | +25.0% | -37.2% | -17.0% |
| 3Y | +97.3% | +45.2% | +52.1% | +74.8% |
| 5Y | -29.8% | +189.7% | -219.6% | -41.6% |
| All | -8.9% | +135.9% | -144.9% | -28.1% |
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