+493.1%
VRTX vs BUD
-8.7%
+501.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.4% |
| 7D | -0.4% | +1.3% | -1.7% | -0.7% |
| 30D | +8.0% | +10.0% | -2.0% | +5.9% |
| 3M | +11.0% | +1.6% | +9.5% | +10.5% |
| 6M | +28.2% | +6.5% | +21.7% | +26.2% |
| YTD | +21.5% | +34.8% | -13.3% | +13.8% |
| 1Y | +34.5% | +36.5% | -1.9% | +25.6% |
| 3Y | +49.5% | +49.0% | +0.5% | +35.6% |
| 5Y | +188.3% | +51.7% | +136.6% | +157.5% |
| 10Y | +493.1% | -7.5% | +500.6% | +481.5% |
| All | +493.1% | -8.7% | +501.8% | +481.5% |
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