+156.8%
BITO vs VRTX
+49.8%
+107.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | -0.1% | -1.1% |
| 7D | -5.8% | -7.8% | +2.0% | -4.5% |
| 30D | +21.1% | -2.8% | +24.0% | +21.8% |
| 3M | +23.5% | +18.1% | +5.4% | +20.1% |
| 6M | +8.3% | +3.1% | +5.2% | +7.5% |
| YTD | -13.9% | +13.5% | -27.4% | -15.8% |
| 1Y | -34.5% | +32.4% | -67.0% | -37.1% |
| All | +156.8% | +49.8% | +107.0% | +127.2% |
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 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