+138.0%
B vs VRTX
+183.5%
-45.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | +9.6% | -2.1% | +11.7% | +10.0% |
| 30D | +3.5% | +8.2% | -4.7% | +2.2% |
| 3M | -1.6% | +13.0% | -14.6% | -3.5% |
| 6M | -1.7% | +27.9% | -29.6% | -5.4% |
| YTD | -5.3% | +20.7% | -26.0% | -8.1% |
| 1Y | +27.2% | +31.4% | -4.2% | +22.3% |
| 3Y | +166.1% | +41.8% | +124.3% | +147.7% |
| All | +138.0% | +183.5% | -45.5% | +130.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling