+10,208.8%
VRTX vs DHI
+12,501.5%
-2,292.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.2% |
| 7D | -5.6% | -3.4% | -2.2% | -4.8% |
| 30D | -2.0% | -5.4% | +3.5% | -0.7% |
| 3M | +15.8% | -10.4% | +26.3% | +18.6% |
| 6M | +4.7% | -2.8% | +7.5% | +4.7% |
| YTD | +13.7% | -3.4% | +17.1% | +13.4% |
| 1Y | +29.7% | -22.9% | +52.6% | +36.2% |
| 3Y | +48.4% | +20.7% | +27.8% | +36.5% |
| 5Y | +173.3% | +62.1% | +111.2% | +128.0% |
| 10Y | +450.2% | +410.4% | +39.8% | +225.6% |
| All | +10,208.8% | +12,501.5% | -2,292.7% | +2,564.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 all: compounded portfolio wealth divided by compounded DHI 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…
all analysis · Full analysis span regression · 6 months rolling