+360.5%
BE vs VRTX
+37.4%
+323.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.1% | +9.5% | +6.8% |
| 7D | +20.0% | +0.8% | +19.2% | +20.2% |
| 30D | +7.9% | +12.6% | -4.7% | +11.2% |
| 3M | -13.2% | +23.6% | -36.8% | -9.0% |
| 6M | +53.5% | +14.3% | +39.2% | +58.6% |
| YTD | +191.0% | +20.5% | +170.6% | +206.3% |
| 1Y | +360.5% | +37.6% | +322.9% | +416.7% |
| All | +360.5% | +37.4% | +323.1% | +416.7% |
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