+176.4%
VRTX vs BEN
+42.4%
+134.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -2.9% | -3.1% |
| 7D | -3.4% | +4.7% | -8.1% | -4.2% |
| 30D | +6.6% | +2.6% | +4.0% | +6.1% |
| 3M | +19.4% | +11.5% | +7.9% | +17.1% |
| 6M | +15.8% | +35.3% | -19.5% | +9.7% |
| YTD | +16.7% | +48.6% | -32.0% | +8.6% |
| 1Y | +33.8% | +46.7% | -12.9% | +24.7% |
| 3Y | +54.2% | +57.0% | -2.8% | +40.2% |
| 5Y | +176.4% | +41.8% | +134.6% | +144.9% |
| All | +176.4% | +42.4% | +134.0% | +144.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling