+1,657.1%
VRTX vs BTG
+392.0%
+1,265.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -2.0% |
| 7D | +0.8% | -0.9% | +1.7% | +0.8% |
| 30D | +12.6% | +36.8% | -24.2% | +10.3% |
| 3M | +23.6% | +23.1% | +0.5% | +21.7% |
| 6M | +14.3% | +3.5% | +10.8% | +13.5% |
| YTD | +20.5% | +25.5% | -5.0% | +18.0% |
| 1Y | +37.6% | +40.1% | -2.5% | +33.5% |
| 3Y | +55.5% | +101.1% | -45.6% | +46.3% |
| 5Y | +175.7% | +70.6% | +105.2% | +160.0% |
| 10Y | +474.2% | +152.1% | +322.1% | +418.3% |
| All | +1,657.1% | +392.0% | +1,265.1% | +1,031.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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