+243.0%
CB vs VRTX
+519.5%
-276.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | -1.5% | -0.4% | -1.1% | -1.4% |
| 30D | +6.5% | +8.0% | -1.5% | +5.1% |
| 3M | +4.1% | +11.0% | -7.0% | +2.1% |
| 6M | +14.4% | +28.2% | -13.8% | +9.6% |
| YTD | +17.5% | +21.5% | -4.0% | +13.1% |
| 1Y | +27.5% | +34.5% | -7.0% | +20.6% |
| 3Y | +71.6% | +49.5% | +22.1% | +56.3% |
| 5Y | +100.6% | +188.3% | -87.7% | +61.2% |
| 10Y | +243.0% | +493.1% | -250.1% | +173.6% |
| All | +243.0% | +519.5% | -276.5% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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