+58.8%
VRTX vs BB
+59.1%
-0.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.8% | -5.6% | +6.5% | +1.1% |
| 30D | +12.6% | -11.8% | +24.4% | +13.2% |
| 3M | +23.6% | -25.5% | +49.2% | +24.7% |
| 6M | +14.3% | +121.3% | -107.0% | +7.2% |
| YTD | +20.5% | +103.2% | -82.7% | +13.6% |
| 1Y | +37.6% | +102.6% | -65.0% | +29.4% |
| All | +58.8% | +59.1% | -0.3% | +47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling