+425.8%
VRTX vs BTI
+72.6%
+353.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.2% | -1.6% |
| 7D | -7.8% | -2.0% | -5.8% | -7.2% |
| 30D | -2.8% | -3.4% | +0.6% | -1.9% |
| 3M | +18.1% | -9.0% | +27.1% | +21.2% |
| 6M | +3.1% | -5.0% | +8.1% | +4.1% |
| YTD | +13.5% | -0.3% | +13.8% | +12.6% |
| 1Y | +32.4% | +3.1% | +29.3% | +29.8% |
| 3Y | +50.0% | +111.0% | -61.0% | +13.5% |
| 5Y | +172.9% | +117.0% | +55.8% | +101.8% |
| All | +425.8% | +72.6% | +353.2% | +350.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling