+55.3%
BE vs VRTX
+31.2%
+24.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.4% | -9.8% | -5.4% |
| 7D | -12.1% | +3.7% | -15.8% | -11.2% |
| 30D | -30.1% | +9.0% | -39.1% | -28.4% |
| 3M | -12.1% | +14.7% | -26.8% | -9.3% |
| 6M | -30.6% | +27.7% | -58.3% | -27.2% |
| YTD | +130.6% | +21.1% | +109.5% | +138.9% |
| 1Y | +55.3% | +30.2% | +25.1% | +62.5% |
| All | +55.3% | +31.2% | +24.1% | +62.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling