-35.1%
BITO vs VRTX
+32.7%
-67.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -3.4% | -5.6% | +2.2% | -1.6% |
| 30D | +21.4% | -2.0% | +23.4% | +22.2% |
| 3M | +20.5% | +15.8% | +4.7% | +14.4% |
| 6M | +7.4% | +4.7% | +2.7% | +5.5% |
| YTD | -13.9% | +13.7% | -27.6% | -18.3% |
| 1Y | -35.1% | +29.7% | -64.8% | -41.7% |
| All | -35.1% | +32.7% | -67.7% | -41.7% |
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