+668.0%
BE vs VRTX
+208.2%
+459.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.6% |
| 7D | +10.8% | -1.6% | +12.4% | +11.7% |
| 30D | -19.8% | +8.0% | -27.8% | -22.8% |
| 3M | -18.7% | +4.3% | -23.0% | -21.0% |
| 6M | -33.7% | +18.9% | -52.6% | -40.3% |
| YTD | +121.0% | +18.8% | +102.2% | +96.2% |
| 1Y | +85.4% | +24.0% | +61.5% | +60.5% |
| 3Y | +1,709.5% | +42.1% | +1,667.4% | +1,225.2% |
| 5Y | +462.2% | +187.6% | +274.6% | +145.8% |
| All | +668.0% | +208.2% | +459.8% | +238.2% |
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