+470.4%
VRTX vs LNT
+186.9%
+283.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.3% | -0.9% |
| 7D | -1.6% | +1.0% | -2.6% | -1.9% |
| 30D | +8.0% | +9.6% | -1.6% | +4.7% |
| 3M | +4.3% | +5.4% | -1.1% | +2.4% |
| 6M | +18.9% | +3.1% | +15.8% | +17.4% |
| YTD | +18.8% | +16.5% | +2.3% | +12.3% |
| 1Y | +24.0% | +12.3% | +11.6% | +18.6% |
| 3Y | +42.1% | +70.3% | -28.2% | +16.0% |
| 5Y | +187.6% | +56.4% | +131.2% | +139.1% |
| All | +470.4% | +186.9% | +283.5% | +300.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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