+432.5%
VRTX vs DKS
+199.7%
+232.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.5% |
| 7D | -6.4% | -2.9% | -3.5% | -6.1% |
| 30D | -0.5% | -37.7% | +37.2% | +3.5% |
| 3M | +16.9% | -38.9% | +55.8% | +21.8% |
| 6M | +13.1% | -31.1% | +44.2% | +16.3% |
| YTD | +14.9% | -31.8% | +46.8% | +18.2% |
| 1Y | +31.4% | -38.0% | +69.5% | +36.3% |
| 3Y | +51.9% | +28.6% | +23.3% | +43.6% |
| 5Y | +177.1% | +12.5% | +164.5% | +158.4% |
| All | +432.5% | +199.7% | +232.8% | +325.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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