+1,333.0%
VRTX vs CG
+351.2%
+981.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.7% |
| 7D | +0.8% | -4.3% | +5.1% | +1.9% |
| 30D | +12.6% | -5.1% | +17.7% | +14.0% |
| 3M | +23.6% | +8.7% | +15.0% | +20.5% |
| 6M | +14.3% | -9.2% | +23.5% | +16.3% |
| YTD | +20.5% | -18.9% | +39.3% | +25.4% |
| 1Y | +37.6% | -25.6% | +63.2% | +45.8% |
| 3Y | +55.5% | +57.3% | -1.7% | +29.4% |
| 5Y | +175.7% | +10.2% | +165.6% | +143.8% |
| 10Y | +474.2% | +364.2% | +110.0% | +183.2% |
| All | +1,333.0% | +351.2% | +981.8% | +719.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling