+44.6%
VRTX vs LNT
+66.9%
-22.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +3.2% | +1.6% | +1.7% | +2.9% |
| 30D | +7.4% | +12.1% | -4.7% | +4.7% |
| 3M | +4.6% | +8.2% | -3.6% | +2.7% |
| 6M | +27.5% | +3.6% | +23.8% | +26.6% |
| YTD | +20.9% | +16.2% | +4.7% | +16.7% |
| 1Y | +30.1% | +12.8% | +17.3% | +26.6% |
| All | +44.6% | +66.9% | -22.3% | +34.5% |
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