+1,580.2%
BE vs VRTX
+57.9%
+1,522.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.1% | +9.5% | +7.4% |
| 7D | +20.0% | +0.8% | +19.2% | +19.9% |
| 30D | +7.9% | +12.6% | -4.7% | +7.3% |
| 3M | -13.2% | +23.6% | -36.8% | -14.4% |
| 6M | +53.5% | +14.3% | +39.2% | +52.5% |
| YTD | +191.0% | +20.5% | +170.6% | +187.0% |
| 1Y | +360.5% | +37.6% | +322.9% | +345.6% |
| All | +1,580.2% | +57.9% | +1,522.3% | +1,268.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling