+11.7%
DASH vs VRTX
+137.4%
-125.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.1% | -2.5% | -4.2% |
| 7D | -10.6% | +0.8% | -11.4% | -10.7% |
| 30D | +2.2% | +12.6% | -10.5% | -0.6% |
| 3M | +32.3% | +23.6% | +8.6% | +26.2% |
| 6M | +19.1% | +14.3% | +4.8% | +15.2% |
| YTD | -6.5% | +20.5% | -27.0% | -10.9% |
| 1Y | -14.9% | +37.6% | -52.5% | -21.5% |
| 3Y | +151.9% | +55.5% | +96.4% | +118.7% |
| 5Y | +9.4% | +175.7% | -166.3% | -10.2% |
| All | +11.7% | +137.4% | -125.7% | -11.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling