+32.9%
DIS vs VRTX
+480.2%
-447.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.4% |
| 7D | +0.6% | -0.4% | +1.0% | +0.7% |
| 30D | +10.3% | +7.9% | +2.4% | +8.6% |
| 3M | +15.6% | +3.3% | +12.3% | +14.7% |
| 6M | +15.1% | +25.7% | -10.6% | +9.8% |
| YTD | +6.0% | +20.7% | -14.7% | +1.6% |
| 1Y | +5.7% | +27.4% | -21.8% | +0.1% |
| 3Y | +39.8% | +46.4% | -6.6% | +25.8% |
| 5Y | -23.9% | +194.3% | -218.2% | -42.2% |
| 10Y | +32.9% | +494.6% | -461.7% | -1.9% |
| All | +32.9% | +480.2% | -447.3% | -1.9% |
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