+50.1%
VRTX vs DLTR
+1.6%
+48.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.1% | -1.1% |
| 7D | -6.4% | -10.2% | +3.8% | -5.5% |
| 30D | -0.5% | -8.5% | +8.0% | +0.2% |
| 3M | +16.9% | +5.6% | +11.3% | +16.4% |
| 6M | +13.1% | +2.2% | +10.9% | +12.6% |
| YTD | +14.9% | -3.8% | +18.7% | +14.7% |
| 1Y | +31.4% | +22.9% | +8.5% | +28.9% |
| All | +50.1% | +1.6% | +48.5% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling