+170.3%
VRTX vs BNY
+256.6%
-86.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.2% |
| 7D | -5.6% | -1.3% | -4.3% | -5.3% |
| 30D | -2.0% | -0.2% | -1.8% | -2.0% |
| 3M | +15.8% | +14.9% | +0.9% | +11.8% |
| 6M | +4.7% | +40.0% | -35.3% | -3.7% |
| YTD | +13.7% | +42.0% | -28.3% | +4.0% |
| 1Y | +29.7% | +56.9% | -27.1% | +15.6% |
| 3Y | +48.4% | +289.9% | -241.4% | +5.1% |
| All | +170.3% | +256.6% | -86.3% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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