-4.5%
DASH vs VRTX
+139.5%
-144.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | -4.8% | -0.4% | -4.4% | -4.6% |
| 30D | -7.9% | +8.0% | -15.9% | -9.4% |
| 3M | -16.3% | +11.0% | -27.4% | -18.3% |
| 6M | +10.4% | +28.2% | -17.8% | +4.4% |
| YTD | -20.1% | +21.5% | -41.6% | -24.0% |
| 1Y | -11.4% | +34.5% | -46.0% | -17.8% |
| 3Y | +114.1% | +49.5% | +64.6% | +88.2% |
| 5Y | -5.8% | +188.3% | -194.0% | -22.0% |
| All | -4.5% | +139.5% | -144.0% | -24.9% |
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