+426.7%
VRTX vs BBY
+252.7%
+174.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.3% |
| 7D | -5.6% | +0.6% | -6.2% | -5.7% |
| 30D | -2.0% | +9.4% | -11.4% | -3.5% |
| 3M | +15.8% | +19.3% | -3.5% | +12.3% |
| 6M | +4.7% | +47.9% | -43.2% | -2.3% |
| YTD | +13.7% | +39.6% | -25.9% | +6.8% |
| 1Y | +29.7% | +22.2% | +7.5% | +24.3% |
| 3Y | +48.4% | +45.0% | +3.5% | +34.5% |
| 5Y | +173.3% | +2.6% | +170.8% | +157.0% |
| All | +426.7% | +252.7% | +174.0% | +233.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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