+12,056.2%
VRTX vs BEN
+4,001.1%
+8,055.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.4% | +7.2% | -7.5% | -3.0% |
| 30D | +7.9% | +14.1% | -6.2% | +2.6% |
| 3M | +3.3% | +9.9% | -6.6% | -0.6% |
| 6M | +25.7% | +17.4% | +8.3% | +17.7% |
| YTD | +20.7% | +57.3% | -36.6% | +0.7% |
| 1Y | +27.4% | +66.9% | -39.5% | +4.0% |
| 3Y | +46.4% | +85.7% | -39.3% | +10.8% |
| 5Y | +194.3% | +31.2% | +163.1% | +143.9% |
| 10Y | +494.6% | +61.0% | +433.6% | +309.0% |
| All | +12,056.2% | +4,001.1% | +8,055.1% | +2,442.8% |
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