+443.5%
VRTX vs BN
+259.6%
+184.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.6% | -0.6% | -2.4% |
| 7D | -3.4% | -1.2% | -2.2% | -3.1% |
| 30D | +6.6% | -10.9% | +17.5% | +10.3% |
| 3M | +19.4% | -11.1% | +30.5% | +23.5% |
| 6M | +15.8% | -4.4% | +20.2% | +16.9% |
| YTD | +16.7% | -14.1% | +30.8% | +21.1% |
| 1Y | +33.8% | -11.1% | +44.9% | +37.0% |
| 3Y | +54.2% | +75.6% | -21.4% | +24.2% |
| 5Y | +176.4% | +35.8% | +140.6% | +135.9% |
| 10Y | +443.5% | +261.6% | +181.9% | +154.8% |
| All | +443.5% | +259.6% | +184.0% | +154.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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