+13.8%
VRT vs BMRN
+8.7%
+5.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.6% | -15.5% | -12.8% |
| 7D | -15.4% | +2.0% | -17.4% | -15.3% |
| 30D | -19.0% | -0.7% | -18.2% | -18.8% |
| 3M | -23.8% | -5.9% | -17.9% | -23.9% |
| 6M | -37.9% | +3.0% | -40.9% | -38.8% |
| YTD | +27.0% | -3.9% | +30.8% | +26.1% |
| 1Y | +13.8% | +8.8% | +5.0% | +9.4% |
| All | +13.8% | +8.7% | +5.1% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 BMRN 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