+63.3%
LIN vs VRTX
+183.5%
-120.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.3% |
| 7D | +0.2% | -2.1% | +2.3% | +0.5% |
| 30D | +6.5% | +8.2% | -1.7% | +5.0% |
| 3M | +5.5% | +13.0% | -7.6% | +3.2% |
| 6M | +3.3% | +27.9% | -24.6% | -1.1% |
| YTD | +22.0% | +20.7% | +1.4% | +17.6% |
| 1Y | +25.7% | +31.4% | -5.7% | +19.3% |
| 3Y | +36.2% | +41.8% | -5.6% | +24.6% |
| All | +63.3% | +183.5% | -120.1% | +27.4% |
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 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