+474.5%
VRTX vs BB
+28.9%
+445.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.5% |
| 7D | +3.2% | +11.6% | -8.4% | +2.2% |
| 30D | +7.4% | +2.6% | +4.8% | +6.8% |
| 3M | +4.6% | +3.5% | +1.1% | +3.6% |
| 6M | +27.5% | +43.5% | -16.0% | +20.8% |
| YTD | +20.9% | +141.2% | -120.3% | +8.1% |
| 1Y | +30.1% | +97.4% | -67.3% | +18.6% |
| 3Y | +46.6% | +151.1% | -104.5% | +26.0% |
| 5Y | +191.6% | -12.8% | +204.4% | +173.6% |
| 10Y | +474.5% | +27.5% | +447.1% | +315.7% |
| All | +474.5% | +28.9% | +445.6% | +315.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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