+12,036.0%
VRTX vs D
+2,043.8%
+9,992.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | +0.8% | +1.5% | -0.6% | +0.3% |
| 30D | +12.6% | -2.6% | +15.2% | +13.7% |
| 3M | +23.6% | 0.0% | +23.6% | +23.5% |
| 6M | +14.3% | +7.4% | +6.9% | +10.9% |
| YTD | +20.5% | +15.9% | +4.6% | +13.5% |
| 1Y | +37.6% | +18.1% | +19.5% | +28.3% |
| 3Y | +55.5% | +58.4% | -2.8% | +27.2% |
| 5Y | +175.7% | +5.2% | +170.5% | +160.6% |
| 10Y | +474.2% | +35.9% | +438.3% | +371.4% |
| All | +12,036.0% | +2,043.8% | +9,992.2% | +4,839.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling