+50.1%
VRTX vs BTDR
+7.6%
+42.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.2% | -1.4% |
| 7D | -6.4% | +14.8% | -21.2% | -6.6% |
| 30D | -0.5% | +41.8% | -42.3% | -1.1% |
| 3M | +16.9% | -29.2% | +46.1% | +17.4% |
| 6M | +13.1% | +66.2% | -53.1% | +11.5% |
| YTD | +14.9% | +10.0% | +5.0% | +13.9% |
| 1Y | +31.4% | -11.0% | +42.4% | +29.8% |
| All | +50.1% | +7.6% | +42.5% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 3y: compounded portfolio wealth divided by compounded BTDR 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…
3y analysis · Full analysis span regression · 6 months rolling