+42.1%
VRTX vs DINO
+115.3%
-73.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.7% |
| 7D | -1.6% | +5.7% | -7.2% | -1.7% |
| 30D | +8.0% | -19.6% | +27.6% | +8.7% |
| 3M | +4.3% | +11.8% | -7.5% | +3.2% |
| 6M | +18.9% | +49.0% | -30.1% | +15.4% |
| YTD | +18.8% | +128.1% | -109.3% | +9.8% |
| 1Y | +24.0% | +96.3% | -72.3% | +16.9% |
| 3Y | +42.1% | +113.8% | -71.6% | +24.6% |
| All | +42.1% | +115.3% | -73.1% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 3y: compounded portfolio wealth divided by compounded DINO 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…
3y analysis · Full analysis span regression · 6 months rolling