+1,712.5%
VRTX vs BIL
+30.4%
+1,682.2%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.2% | -2.0% |
| 7D | +0.8% | +0.1% | +0.7% | +1.1% |
| 30D | +12.6% | +0.3% | +12.3% | +13.7% |
| 3M | +23.6% | +0.9% | +22.7% | +27.1% |
| 6M | +14.3% | +1.8% | +12.4% | +20.6% |
| YTD | +20.5% | +2.4% | +18.0% | +29.3% |
| 1Y | +37.6% | +3.7% | +33.9% | +53.3% |
| 3Y | +55.5% | +14.2% | +41.4% | +132.2% |
| 5Y | +175.7% | +19.4% | +156.3% | +374.6% |
| 10Y | +474.2% | +25.2% | +449.0% | +1,064.8% |
| All | +1,712.5% | +30.4% | +1,682.2% | +3,464.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling