-0.7%
PLD vs VRTX
+183.5%
-184.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.4% |
| 7D | -0.8% | -2.1% | +1.3% | -0.3% |
| 30D | -0.3% | +8.2% | -8.5% | -2.2% |
| 3M | -8.0% | +13.0% | -21.1% | -10.9% |
| 6M | -9.8% | +27.9% | -37.7% | -15.2% |
| YTD | +1.8% | +20.7% | -18.9% | -3.5% |
| 1Y | +5.6% | +31.4% | -25.8% | -2.2% |
| 3Y | +33.3% | +41.8% | -8.6% | +16.1% |
| All | -0.7% | +183.5% | -184.1% | -31.5% |
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