-27.9%
DHR vs VRTX
+175.1%
-203.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.2% |
| 7D | -2.4% | -6.4% | +4.0% | -0.6% |
| 30D | -2.2% | -0.5% | -1.6% | -2.0% |
| 3M | +9.0% | +16.9% | -8.0% | +4.1% |
| 6M | +3.5% | +13.1% | -9.6% | -0.4% |
| YTD | -10.1% | +14.9% | -25.1% | -14.1% |
| 1Y | +6.2% | +31.4% | -25.2% | -2.4% |
| 3Y | -5.4% | +51.9% | -57.3% | -19.5% |
| 5Y | -27.9% | +177.1% | -205.0% | -46.0% |
| All | -27.9% | +175.1% | -203.0% | -46.0% |
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 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