+177.1%
VRTX vs BND
-1.8%
+178.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.3% |
| 7D | -6.4% | -0.1% | -6.3% | -6.3% |
| 30D | -0.5% | -0.2% | -0.3% | -0.4% |
| 3M | +16.9% | -0.7% | +17.6% | +17.4% |
| 6M | +13.1% | -1.7% | +14.7% | +14.2% |
| YTD | +14.9% | -0.5% | +15.5% | +15.4% |
| 1Y | +31.4% | +0.4% | +31.1% | +31.4% |
| 3Y | +51.9% | +13.1% | +38.8% | +44.6% |
| 5Y | +177.1% | -2.1% | +179.1% | +160.2% |
| All | +177.1% | -1.8% | +178.9% | +160.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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