+31.4%
VRTX vs CG
-29.3%
+60.8%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.5% | -0.9% |
| 7D | -6.4% | -6.4% | 0.0% | -5.4% |
| 30D | -0.5% | -7.1% | +6.5% | +0.6% |
| 3M | +16.9% | -1.6% | +18.5% | +17.1% |
| 6M | +13.1% | -8.3% | +21.4% | +14.2% |
| YTD | +14.9% | -23.8% | +38.7% | +18.1% |
| 1Y | +31.4% | -28.7% | +60.2% | +33.2% |
| All | +31.4% | -29.3% | +60.8% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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