+361.3%
LIN vs VRTX
+473.8%
-112.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.2% | -0.5% |
| 7D | -2.1% | +0.8% | -2.9% | -2.3% |
| 30D | -2.4% | +12.6% | -15.1% | -5.0% |
| 3M | -5.6% | +23.6% | -29.2% | -9.9% |
| 6M | -3.4% | +14.3% | -17.7% | -6.5% |
| YTD | +13.1% | +20.5% | -7.4% | +8.0% |
| 1Y | +2.5% | +37.6% | -35.1% | -5.2% |
| 3Y | +27.6% | +55.5% | -27.9% | +11.7% |
| 5Y | +63.0% | +175.7% | -112.7% | +22.5% |
| All | +361.3% | +473.8% | -112.5% | +227.7% |
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