+184.1%
VRTX vs BIL
+19.4%
+164.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.2% | -2.1% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | +12.6% | +0.3% | +12.3% | +12.5% |
| 3M | +23.6% | +0.9% | +22.7% | +23.4% |
| 6M | +14.3% | +1.8% | +12.4% | +13.7% |
| YTD | +20.5% | +2.4% | +18.0% | +19.5% |
| 1Y | +37.6% | +3.7% | +33.9% | +37.4% |
| 3Y | +55.5% | +14.2% | +41.4% | +66.1% |
| All | +184.1% | +19.4% | +164.7% | +206.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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