+68.0%
LIN vs VRTX
+180.0%
-112.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.5% |
| 7D | +3.6% | +0.5% | +3.1% | +3.5% |
| 30D | +6.4% | +8.0% | -1.6% | +5.0% |
| 3M | +6.5% | +11.9% | -5.4% | +4.3% |
| 6M | +4.9% | +27.8% | -23.0% | +0.4% |
| YTD | +23.4% | +19.7% | +3.8% | +19.1% |
| 1Y | +26.3% | +30.1% | -3.8% | +20.0% |
| 3Y | +38.0% | +44.2% | -6.2% | +25.5% |
| 5Y | +68.0% | +181.3% | -113.3% | +31.6% |
| All | +68.0% | +180.0% | -112.0% | +31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling