+641.7%
BE vs VRTX
+213.5%
+428.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.8% | -4.1% |
| 7D | -13.4% | +3.2% | -16.6% | -14.6% |
| 30D | -33.9% | +7.4% | -41.3% | -36.3% |
| 3M | -12.0% | +4.6% | -16.5% | -14.6% |
| 6M | -29.0% | +27.5% | -56.4% | -38.1% |
| YTD | +113.4% | +20.9% | +92.5% | +88.0% |
| 1Y | +33.2% | +30.1% | +3.1% | +12.4% |
| 3Y | +1,659.2% | +46.6% | +1,612.6% | +1,166.2% |
| 5Y | +461.4% | +191.6% | +269.8% | +144.1% |
| All | +641.7% | +213.5% | +428.2% | +224.1% |
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