+204.4%
DHR vs VRTX
+450.9%
-246.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.9% | -1.8% |
| 7D | -5.0% | -7.8% | +2.8% | -2.9% |
| 30D | -3.3% | -2.8% | -0.5% | -2.6% |
| 3M | +9.4% | +18.1% | -8.7% | +4.4% |
| 6M | +3.2% | +3.1% | +0.1% | +2.1% |
| YTD | -12.0% | +13.5% | -25.5% | -15.5% |
| 1Y | +4.9% | +32.4% | -27.5% | -3.5% |
| 3Y | -7.4% | +50.0% | -57.4% | -19.6% |
| 5Y | -29.8% | +172.9% | -202.6% | -48.7% |
| All | +204.4% | +450.9% | -246.5% | +107.4% |
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