+675.5%
BE vs VRTX
+215.2%
+460.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +11.6% |
| 7D | -1.2% | -0.4% | -0.8% | -1.2% |
| 30D | -30.9% | +8.0% | -38.9% | -33.6% |
| 3M | -11.6% | +11.0% | -22.7% | -16.8% |
| 6M | -25.7% | +28.2% | -53.9% | -35.4% |
| YTD | +123.1% | +21.5% | +101.6% | +96.1% |
| 1Y | +43.4% | +34.5% | +8.9% | +18.9% |
| 3Y | +1,683.6% | +49.5% | +1,634.2% | +1,168.3% |
| 5Y | +465.4% | +188.3% | +277.1% | +148.2% |
| All | +675.5% | +215.2% | +460.3% | +238.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling