+1,483.0%
VRTX vs BUD
+214.6%
+1,268.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.3% |
| 7D | -2.1% | +4.5% | -6.6% | -3.4% |
| 30D | +8.2% | +12.5% | -4.3% | +4.5% |
| 3M | +13.0% | 0.0% | +13.0% | +12.8% |
| 6M | +27.9% | +3.8% | +24.1% | +26.0% |
| YTD | +20.7% | +33.1% | -12.4% | +10.0% |
| 1Y | +31.4% | +35.5% | -4.1% | +19.1% |
| 3Y | +41.8% | +49.4% | -7.6% | +22.6% |
| 5Y | +183.7% | +48.0% | +135.6% | +141.7% |
| 10Y | +592.9% | -8.6% | +601.4% | +570.5% |
| All | +1,483.0% | +214.6% | +1,268.4% | +855.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling