-10.6%
DHR vs VRTX
+191.0%
-201.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | +0.2% | -0.4% | +0.5% | +0.3% |
| 30D | +6.4% | +7.9% | -1.5% | +3.9% |
| 3M | +13.6% | +3.3% | +10.4% | +12.4% |
| 6M | +41.9% | +25.7% | +16.1% | +32.5% |
| YTD | +3.4% | +20.7% | -17.3% | -2.8% |
| 1Y | +9.9% | +27.4% | -17.6% | +1.6% |
| 3Y | +21.6% | +46.4% | -24.8% | +4.5% |
| 5Y | -10.6% | +194.3% | -204.9% | -35.2% |
| All | -10.6% | +191.0% | -201.6% | -35.2% |
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