+494.6%
VRTX vs BUD
-4.5%
+499.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.3% |
| 7D | -0.4% | +0.5% | -0.9% | -0.5% |
| 30D | +7.9% | +7.4% | +0.5% | +6.3% |
| 3M | +3.3% | +4.3% | -1.0% | +2.3% |
| 6M | +25.7% | +5.3% | +20.4% | +24.0% |
| YTD | +20.7% | +33.2% | -12.6% | +13.2% |
| 1Y | +27.4% | +31.8% | -4.3% | +19.8% |
| 3Y | +46.4% | +47.8% | -1.4% | +32.9% |
| 5Y | +194.3% | +50.2% | +144.1% | +163.2% |
| 10Y | +494.6% | -4.8% | +499.4% | +485.8% |
| All | +494.6% | -4.5% | +499.1% | +485.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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