+42.1%
VRTX vs DLTR
+21.5%
+20.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.5% | -0.5% |
| 7D | -1.6% | +5.3% | -6.8% | -2.1% |
| 30D | +8.0% | +13.4% | -5.4% | +6.7% |
| 3M | +4.3% | +6.6% | -2.3% | +3.5% |
| 6M | +18.9% | +59.1% | -40.2% | +14.3% |
| YTD | +18.8% | +12.3% | +6.6% | +16.8% |
| 1Y | +24.0% | +33.9% | -9.9% | +20.4% |
| 3Y | +42.1% | +23.0% | +19.1% | +33.9% |
| All | +42.1% | +21.5% | +20.7% | +33.9% |
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