+176.4%
VRTX vs CG
+9.5%
+166.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -2.8% |
| 7D | -3.4% | -1.3% | -2.2% | -3.2% |
| 30D | +6.6% | -3.2% | +9.8% | +7.1% |
| 3M | +19.4% | +6.2% | +13.2% | +18.0% |
| 6M | +15.8% | -4.7% | +20.5% | +16.3% |
| YTD | +16.7% | -20.6% | +37.3% | +20.1% |
| 1Y | +33.8% | -26.4% | +60.2% | +39.0% |
| 3Y | +54.2% | +55.4% | -1.2% | +38.5% |
| 5Y | +176.4% | +9.8% | +166.6% | +160.8% |
| All | +176.4% | +9.5% | +166.9% | +160.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling