+443.5%
VRTX vs DAR
+367.0%
+76.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.9% | -6.1% | -3.6% |
| 7D | -3.4% | -0.9% | -2.6% | -3.3% |
| 30D | +6.6% | +13.0% | -6.3% | +4.6% |
| 3M | +19.4% | +15.0% | +4.4% | +16.5% |
| 6M | +15.8% | +26.8% | -11.0% | +11.0% |
| YTD | +16.7% | +86.4% | -69.8% | +5.1% |
| 1Y | +33.8% | +115.1% | -81.3% | +17.4% |
| 3Y | +54.2% | +14.6% | +39.6% | +47.2% |
| 5Y | +176.4% | -8.8% | +185.2% | +167.1% |
| 10Y | +443.5% | +356.5% | +87.0% | +215.0% |
| All | +443.5% | +367.0% | +76.5% | +215.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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