+11,958.2%
VRTX vs LNT
+2,755.3%
+9,202.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | 0.0% | -0.5% | +0.6% | +0.2% |
| 30D | +11.8% | +9.9% | +1.9% | +7.6% |
| 3M | +3.2% | +4.8% | -1.6% | +1.1% |
| 6M | +21.0% | +2.2% | +18.9% | +19.6% |
| YTD | +19.7% | +15.9% | +3.8% | +12.1% |
| 1Y | +25.0% | +10.6% | +14.4% | +19.3% |
| 3Y | +45.2% | +66.1% | -20.9% | +15.6% |
| 5Y | +189.7% | +55.6% | +134.1% | +133.5% |
| 10Y | +489.8% | +182.8% | +307.0% | +254.2% |
| All | +11,958.2% | +2,755.3% | +9,202.9% | +3,392.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling