+26.6%
BA vs VRTX
+482.4%
-455.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | 0.0% | +3.2% | -3.2% | -0.7% |
| 30D | -8.9% | +7.4% | -16.3% | -10.5% |
| 3M | -25.5% | +4.6% | -30.1% | -26.5% |
| 6M | -27.0% | +27.5% | -54.4% | -31.0% |
| YTD | -20.1% | +20.9% | -41.0% | -24.0% |
| 1Y | -11.0% | +30.1% | -41.1% | -16.8% |
| 3Y | -11.8% | +46.6% | -58.5% | -22.3% |
| 5Y | -20.6% | +191.6% | -212.2% | -42.3% |
| 10Y | +26.6% | +474.5% | -447.9% | -14.3% |
| All | +26.6% | +482.4% | -455.8% | -14.3% |
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