+34.2%
DIS vs VRTX
+580.6%
-546.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | +5.2% | -2.1% | +7.3% | +5.6% |
| 30D | +11.5% | +8.2% | +3.3% | +9.7% |
| 3M | +11.5% | +13.0% | -1.5% | +8.7% |
| 6M | +8.9% | +27.9% | -19.1% | +3.5% |
| YTD | +3.4% | +20.7% | -17.3% | -0.8% |
| 1Y | +7.2% | +31.4% | -24.2% | +1.1% |
| 3Y | +43.3% | +41.8% | +1.5% | +30.1% |
| 5Y | -31.4% | +183.7% | -215.1% | -47.1% |
| All | +34.2% | +580.6% | -546.4% | -1.0% |
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 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