+43,208.4%
DHR vs VRTX
+11,704.9%
+31,503.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.5% |
| 7D | +1.2% | -1.6% | +2.8% | +1.4% |
| 30D | +3.7% | +8.0% | -4.3% | +2.8% |
| 3M | +14.5% | +4.3% | +10.2% | +13.9% |
| 6M | +40.9% | +18.9% | +22.0% | +38.1% |
| YTD | +2.4% | +18.8% | -16.4% | +0.2% |
| 1Y | +6.1% | +24.0% | -17.8% | +3.3% |
| 3Y | +21.0% | +42.1% | -21.1% | +15.2% |
| 5Y | -11.4% | +187.6% | -199.0% | -22.1% |
| 10Y | +241.8% | +485.4% | -243.6% | +176.3% |
| All | +43,208.4% | +11,704.9% | +31,503.5% | +23,832.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling