+1,106.2%
DELL vs VRTX
+175.1%
+931.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.6% |
| 7D | +8.7% | -6.4% | +15.1% | +10.4% |
| 30D | +16.9% | -0.5% | +17.4% | +16.8% |
| 3M | +40.4% | +16.9% | +23.5% | +34.1% |
| 6M | +267.1% | +13.1% | +254.0% | +252.2% |
| YTD | +329.1% | +14.9% | +314.1% | +310.6% |
| 1Y | +346.9% | +31.4% | +315.5% | +312.7% |
| 3Y | +696.6% | +51.9% | +644.7% | +581.6% |
| 5Y | +1,106.2% | +177.1% | +929.1% | +792.2% |
| All | +1,106.2% | +175.1% | +931.1% | +792.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling