+267.4%
PLD vs VRTX
+482.4%
-215.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +0.8% | +3.2% | -2.4% | 0.0% |
| 30D | +0.5% | +7.4% | -6.9% | -1.4% |
| 3M | -5.5% | +4.6% | -10.1% | -6.7% |
| 6M | -8.3% | +27.5% | -35.8% | -14.0% |
| YTD | +4.3% | +20.9% | -16.6% | -1.4% |
| 1Y | +7.4% | +30.1% | -22.6% | -0.4% |
| 3Y | +37.1% | +46.6% | -9.6% | +20.1% |
| 5Y | +1.3% | +191.6% | -190.2% | -26.5% |
| 10Y | +267.4% | +474.5% | -207.1% | +165.0% |
| All | +267.4% | +482.4% | -215.0% | +165.0% |
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