+36.3%
DIS vs VRTX
+482.4%
-446.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +4.4% | +3.2% | +1.2% | +3.8% |
| 30D | +10.3% | +7.4% | +2.9% | +8.7% |
| 3M | +15.5% | +4.6% | +11.0% | +14.4% |
| 6M | +11.2% | +27.5% | -16.3% | +5.7% |
| YTD | +5.6% | +20.9% | -15.3% | +1.2% |
| 1Y | +7.7% | +30.1% | -22.3% | +1.7% |
| 3Y | +39.3% | +46.6% | -7.3% | +25.4% |
| 5Y | -29.5% | +191.6% | -221.1% | -46.2% |
| 10Y | +36.3% | +474.5% | -438.3% | +1.4% |
| All | +36.3% | +482.4% | -446.2% | +1.4% |
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