+1.2%
PLD vs VRTX
+191.0%
-189.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -1.0% | -0.4% | -0.6% | -0.9% |
| 30D | -1.8% | +7.9% | -9.7% | -3.6% |
| 3M | -6.0% | +3.3% | -9.3% | -6.9% |
| 6M | -8.4% | +25.7% | -34.1% | -13.5% |
| YTD | +4.2% | +20.7% | -16.4% | -1.2% |
| 1Y | +6.2% | +27.4% | -21.2% | -0.8% |
| 3Y | +37.0% | +46.4% | -9.4% | +18.0% |
| 5Y | +1.2% | +194.3% | -193.1% | -30.9% |
| All | +1.2% | +191.0% | -189.8% | -30.9% |
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