+11,480.4%
VRTX vs BNY
+9,289.2%
+2,191.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -6.4% | +0.3% | -6.7% | -6.5% |
| 30D | -0.5% | +1.9% | -2.5% | -1.2% |
| 3M | +16.9% | +13.9% | +3.0% | +11.6% |
| 6M | +13.1% | +42.3% | -29.2% | 0.0% |
| YTD | +14.9% | +41.8% | -26.9% | +1.5% |
| 1Y | +31.4% | +57.9% | -26.5% | +11.8% |
| 3Y | +51.9% | +290.7% | -238.8% | -6.2% |
| 5Y | +177.1% | +252.3% | -75.2% | +72.8% |
| 10Y | +456.3% | +412.8% | +43.5% | +188.9% |
| All | +11,480.4% | +9,289.2% | +2,191.2% | +3,559.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling