-4.6%
BA vs VRTX
+54.9%
-59.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.1% |
| 7D | +1.2% | +0.8% | +0.3% | +1.1% |
| 30D | -11.6% | +12.6% | -24.3% | -12.8% |
| 3M | -2.4% | +23.6% | -26.0% | -4.6% |
| 6M | -6.6% | +14.3% | -20.9% | -8.2% |
| YTD | -2.2% | +20.5% | -22.7% | -4.3% |
| 1Y | -8.0% | +37.6% | -45.6% | -10.6% |
| All | -4.6% | +54.9% | -59.5% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling