+54.2%
VRTX vs LNT
+50.4%
+3.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.4% |
| 7D | -3.4% | +1.0% | -4.4% | -3.7% |
| 30D | +6.6% | -1.1% | +7.7% | +6.8% |
| 3M | +19.4% | -3.6% | +23.0% | +20.5% |
| 6M | +15.8% | -2.7% | +18.5% | +16.5% |
| YTD | +16.7% | +8.0% | +8.7% | +14.5% |
| 1Y | +33.8% | +10.5% | +23.4% | +30.5% |
| 3Y | +54.2% | +49.6% | +4.6% | +40.5% |
| All | +54.2% | +50.4% | +3.7% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling