+256.8%
PLD vs VRTX
+519.5%
-262.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.7% |
| 7D | +0.7% | -0.4% | +1.1% | +0.8% |
| 30D | +0.8% | +8.0% | -7.2% | -1.2% |
| 3M | -6.1% | +11.0% | -17.2% | -8.7% |
| 6M | -8.0% | +28.2% | -36.2% | -13.8% |
| YTD | +4.7% | +21.5% | -16.8% | -1.1% |
| 1Y | +7.2% | +34.5% | -27.3% | -1.4% |
| 3Y | +39.2% | +49.5% | -10.2% | +21.5% |
| 5Y | +1.9% | +188.3% | -186.4% | -25.8% |
| 10Y | +256.8% | +493.1% | -236.3% | +154.4% |
| All | +256.8% | +519.5% | -262.7% | +154.4% |
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 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