+30.2%
VRTX vs BEN
+56.2%
-26.0%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.7% | -1.2% | +2.5% |
| 7D | +3.7% | +6.7% | -3.1% | +2.2% |
| 30D | +9.0% | +3.0% | +6.0% | +8.2% |
| 3M | +14.7% | -4.3% | +19.0% | +15.7% |
| 6M | +27.7% | +16.4% | +11.4% | +22.9% |
| YTD | +21.1% | +46.8% | -25.7% | +6.5% |
| 1Y | +30.2% | +57.3% | -27.1% | +10.6% |
| All | +30.2% | +56.2% | -26.0% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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