+15.0%
CVS vs VRTX
+27.3%
-12.3%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | +12.0% | -0.4% | +12.3% | +12.0% |
| 30D | +2.8% | +7.9% | -5.1% | +2.2% |
| 3M | -3.6% | +3.3% | -6.9% | -3.8% |
| 6M | -1.6% | +25.7% | -27.3% | -3.7% |
| YTD | +16.3% | +20.7% | -4.4% | +14.2% |
| All | +15.0% | +27.3% | -12.3% | +14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling