-18.4%
PDD vs VRTX
+190.2%
-208.5%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | -7.6% | 0.0% | -7.7% | -7.7% |
| 30D | -5.4% | +11.8% | -17.2% | -7.5% |
| 3M | -12.9% | +3.2% | -16.1% | -13.6% |
| 6M | -19.0% | +21.0% | -40.1% | -22.3% |
| YTD | -31.6% | +19.7% | -51.3% | -34.4% |
| 1Y | -43.0% | +25.0% | -68.0% | -45.9% |
| 3Y | -28.9% | +45.2% | -74.1% | -38.1% |
| 5Y | -18.4% | +189.7% | -208.1% | -48.5% |
| All | -18.4% | +190.2% | -208.5% | -48.5% |
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