+3,922.7%
DELL vs VRTX
+450.9%
+3,471.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.1% | -5.0% |
| 7D | -1.9% | -7.8% | +5.9% | +0.2% |
| 30D | +14.9% | -2.8% | +17.7% | +15.6% |
| 3M | +37.2% | +18.1% | +19.1% | +30.4% |
| 6M | +254.0% | +3.1% | +250.9% | +248.3% |
| YTD | +306.1% | +13.5% | +292.6% | +288.8% |
| 1Y | +312.3% | +32.4% | +279.8% | +278.2% |
| 3Y | +654.0% | +50.0% | +604.0% | +549.9% |
| 5Y | +1,055.3% | +172.9% | +882.5% | +731.5% |
| All | +3,922.7% | +450.9% | +3,471.8% | +2,655.0% |
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