-16.2%
BA vs VRTX
+44.3%
-60.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | 0.0% |
| 7D | -1.1% | -1.6% | +0.5% | -0.9% |
| 30D | -7.1% | +8.0% | -15.2% | -7.9% |
| 3M | -25.5% | +4.3% | -29.8% | -25.9% |
| 6M | -28.7% | +18.9% | -47.6% | -30.0% |
| YTD | -21.0% | +18.8% | -39.8% | -22.5% |
| 1Y | -11.9% | +24.0% | -35.8% | -13.8% |
| 3Y | -16.2% | +42.1% | -58.3% | -17.3% |
| All | -16.2% | +44.3% | -60.5% | -17.3% |
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 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