+12,141.6%
VRTX vs BEN
+3,952.5%
+8,189.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.3% | -5.7% | -1.6% |
| 7D | -0.4% | +12.2% | -12.6% | -4.7% |
| 30D | +8.0% | +12.1% | -4.1% | +3.4% |
| 3M | +11.0% | +7.3% | +3.7% | +7.8% |
| 6M | +28.2% | +17.9% | +10.3% | +19.8% |
| YTD | +21.5% | +55.4% | -33.9% | +1.9% |
| 1Y | +34.5% | +69.3% | -34.8% | +9.2% |
| 3Y | +49.5% | +82.8% | -33.4% | +13.7% |
| 5Y | +188.3% | +28.8% | +159.5% | +140.6% |
| 10Y | +493.1% | +53.9% | +439.2% | +315.5% |
| All | +12,141.6% | +3,952.5% | +8,189.0% | +2,471.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling