+200.5%
B vs VRTX
+519.5%
-319.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +4.1% |
| 7D | +11.3% | -0.4% | +11.7% | +11.4% |
| 30D | +2.9% | +8.0% | -5.0% | +1.7% |
| 3M | -2.9% | +11.0% | -13.9% | -4.5% |
| 6M | -1.2% | +28.2% | -29.4% | -4.9% |
| YTD | -1.3% | +21.5% | -22.8% | -4.3% |
| 1Y | +30.4% | +34.5% | -4.1% | +24.8% |
| 3Y | +195.3% | +49.5% | +145.8% | +174.0% |
| 5Y | +146.2% | +188.3% | -42.1% | +107.3% |
| 10Y | +200.5% | +493.1% | -292.6% | +137.6% |
| All | +200.5% | +519.5% | -319.0% | +137.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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