+426.7%
VRTX vs DLTR
+45.3%
+381.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -5.6% | -10.1% | +4.5% | -4.3% |
| 30D | -2.0% | -8.1% | +6.2% | -0.9% |
| 3M | +15.8% | +2.9% | +13.0% | +15.2% |
| 6M | +4.7% | +4.3% | +0.3% | +3.6% |
| YTD | +13.7% | -3.9% | +17.6% | +13.5% |
| 1Y | +29.7% | +18.9% | +10.8% | +25.7% |
| 3Y | +48.4% | +1.9% | +46.5% | +44.2% |
| 5Y | +173.3% | +31.0% | +142.3% | +148.1% |
| All | +426.7% | +45.3% | +381.4% | +324.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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