+184.1%
VRTX vs DOCN
+54.1%
+130.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -2.2% |
| 7D | +0.8% | +1.1% | -0.3% | +0.8% |
| 30D | +12.6% | -9.6% | +22.3% | +12.8% |
| 3M | +23.6% | -37.7% | +61.3% | +24.9% |
| 6M | +14.3% | +115.2% | -100.9% | +10.0% |
| YTD | +20.5% | +133.7% | -113.3% | +15.6% |
| 1Y | +37.6% | +250.2% | -212.6% | +30.2% |
| 3Y | +55.5% | +320.3% | -264.7% | +44.0% |
| All | +184.1% | +54.1% | +130.1% | +155.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 5y: compounded portfolio wealth divided by compounded DOCN 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…
5y analysis · Full analysis span regression · 6 months rolling