+953.6%
VRT vs BMRN
-18.1%
+971.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.3% | -9.3% | -9.5% |
| 7D | +2.4% | -3.8% | +6.2% | +3.5% |
| 30D | -2.7% | -6.5% | +3.8% | -1.0% |
| 3M | -9.2% | +11.2% | -20.4% | -12.5% |
| 6M | -0.5% | +5.8% | -6.3% | -3.1% |
| YTD | +62.3% | +8.4% | +54.0% | +56.6% |
| 1Y | +109.6% | +15.7% | +93.9% | +96.3% |
| 3Y | +573.1% | -28.6% | +601.7% | +615.8% |
| 5Y | +953.6% | -19.6% | +973.2% | +914.8% |
| All | +953.6% | -18.1% | +971.7% | +914.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling