+30.8%
BX vs VRTX
+53.6%
-22.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -0.7% |
| 7D | -2.0% | -3.4% | +1.5% | -1.0% |
| 30D | -2.3% | +6.6% | -8.9% | -4.0% |
| 3M | +18.5% | +19.4% | -0.9% | +13.0% |
| 6M | +23.7% | +15.8% | +7.9% | +18.6% |
| YTD | -10.4% | +16.7% | -27.0% | -14.6% |
| 1Y | -19.6% | +33.8% | -53.4% | -26.6% |
| 3Y | +30.8% | +54.2% | -23.4% | +5.9% |
| All | +30.8% | +53.6% | -22.8% | +5.9% |
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