+188.2%
VRTX vs BUD
+51.6%
+136.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -1.0% |
| 7D | -1.6% | +1.0% | -2.6% | -1.8% |
| 30D | +8.0% | +6.7% | +1.4% | +6.7% |
| 3M | +4.3% | +5.7% | -1.4% | +3.1% |
| 6M | +18.9% | +5.8% | +13.1% | +17.2% |
| YTD | +18.8% | +34.4% | -15.6% | +11.5% |
| 1Y | +24.0% | +33.3% | -9.3% | +16.5% |
| 3Y | +42.1% | +48.8% | -6.7% | +29.2% |
| All | +188.2% | +51.6% | +136.6% | +159.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling