+61.9%
LIN vs VRTX
+178.3%
-116.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.2% | -0.6% |
| 7D | -2.1% | +0.8% | -2.9% | -2.3% |
| 30D | -2.4% | +12.6% | -15.1% | -4.4% |
| 3M | -5.6% | +23.6% | -29.2% | -9.0% |
| 6M | -3.4% | +14.3% | -17.7% | -5.8% |
| YTD | +13.1% | +20.5% | -7.4% | +9.1% |
| 1Y | +2.5% | +37.6% | -35.1% | -3.5% |
| 3Y | +27.6% | +55.5% | -27.9% | +13.8% |
| All | +61.9% | +178.3% | -116.5% | +30.3% |
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