+28.1%
BA vs VRTX
+519.5%
-491.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.7% |
| 7D | -1.7% | -0.4% | -1.3% | -1.6% |
| 30D | -9.5% | +8.0% | -17.4% | -11.1% |
| 3M | -26.5% | +11.0% | -37.5% | -28.4% |
| 6M | -27.4% | +28.2% | -55.5% | -31.5% |
| YTD | -20.6% | +21.5% | -42.1% | -24.5% |
| 1Y | -11.4% | +34.5% | -46.0% | -17.8% |
| 3Y | -10.8% | +49.5% | -60.3% | -21.8% |
| 5Y | -21.9% | +188.3% | -210.2% | -43.1% |
| 10Y | +28.1% | +493.1% | -465.0% | -13.1% |
| All | +28.1% | +519.5% | -491.4% | -13.1% |
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