+456.3%
VRTX vs BEN
+53.7%
+402.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | +0.1% | -1.1% |
| 7D | -6.4% | +3.4% | -9.8% | -7.1% |
| 30D | -0.5% | +1.8% | -2.3% | -1.0% |
| 3M | +16.9% | +8.4% | +8.5% | +14.5% |
| 6M | +13.1% | +35.6% | -22.6% | +4.9% |
| YTD | +14.9% | +46.4% | -31.4% | +4.5% |
| 1Y | +31.4% | +46.3% | -14.9% | +19.3% |
| 3Y | +51.9% | +54.6% | -2.7% | +33.5% |
| 5Y | +177.1% | +39.4% | +137.7% | +142.3% |
| 10Y | +456.3% | +57.6% | +398.7% | +303.7% |
| All | +456.3% | +53.7% | +402.6% | +303.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling