-23.1%
BA vs VRTX
+180.0%
-203.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.4% | -2.3% |
| 7D | -0.1% | +0.5% | -0.5% | -0.2% |
| 30D | -9.1% | +8.0% | -17.1% | -10.4% |
| 3M | -28.2% | +11.9% | -40.1% | -29.8% |
| 6M | -23.1% | +27.8% | -51.0% | -26.5% |
| YTD | -20.6% | +19.7% | -40.2% | -23.4% |
| 1Y | -12.7% | +30.1% | -42.8% | -17.0% |
| 3Y | -11.6% | +44.2% | -55.8% | -20.4% |
| 5Y | -23.1% | +181.3% | -204.5% | -38.9% |
| All | -23.1% | +180.0% | -203.1% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling