+39.3%
BE vs VRTX
+33.6%
+5.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +12.1% |
| 7D | -1.2% | -0.4% | -0.8% | -1.2% |
| 30D | -30.9% | +8.0% | -38.9% | -29.4% |
| 3M | -11.6% | +11.0% | -22.7% | -9.2% |
| 6M | -25.7% | +28.2% | -53.9% | -22.1% |
| YTD | +123.1% | +21.5% | +101.6% | +130.8% |
| All | +39.3% | +33.6% | +5.7% | +46.7% |
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