+73.5%
BA vs VRTX
+473.8%
-400.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.3% |
| 7D | +1.2% | +0.8% | +0.3% | +1.0% |
| 30D | -11.6% | +12.6% | -24.3% | -14.1% |
| 3M | -2.4% | +23.6% | -26.0% | -7.1% |
| 6M | -6.6% | +14.3% | -20.9% | -9.7% |
| YTD | -2.2% | +20.5% | -22.7% | -6.7% |
| 1Y | -8.0% | +37.6% | -45.6% | -14.9% |
| 3Y | -5.0% | +55.5% | -60.5% | -17.4% |
| 5Y | -2.7% | +175.7% | -178.5% | -28.0% |
| All | +73.5% | +473.8% | -400.3% | +16.8% |
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