+661.1%
BX vs VRTX
+451.8%
+209.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | -5.6% | -5.6% | 0.0% | -4.0% |
| 30D | -12.2% | -2.0% | -10.3% | -11.7% |
| 3M | +7.4% | +15.8% | -8.4% | +2.7% |
| 6M | +22.2% | +4.7% | +17.5% | +20.3% |
| YTD | -14.0% | +13.7% | -27.7% | -17.8% |
| 1Y | -27.3% | +29.7% | -57.0% | -33.4% |
| 3Y | +24.5% | +48.4% | -23.9% | +7.1% |
| 5Y | +18.9% | +173.3% | -154.5% | -15.8% |
| All | +661.1% | +451.8% | +209.2% | +419.0% |
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