+470.4%
VRTX vs BIDU
-51.3%
+521.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | -1.6% | -4.6% | +3.0% | -1.1% |
| 30D | +8.0% | -4.5% | +12.6% | +8.6% |
| 3M | +4.3% | -25.4% | +29.6% | +7.4% |
| 6M | +18.9% | -48.1% | +67.0% | +27.2% |
| YTD | +18.8% | -40.2% | +59.0% | +24.4% |
| 1Y | +24.0% | -35.2% | +59.2% | +28.4% |
| 3Y | +42.1% | -27.1% | +69.3% | +41.8% |
| 5Y | +187.6% | -54.2% | +241.8% | +195.0% |
| All | +470.4% | -51.3% | +521.8% | +395.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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