+493.1%
VRTX vs CPB
-39.9%
+533.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.9% |
| 7D | -0.4% | +3.3% | -3.7% | -1.0% |
| 30D | +8.0% | +19.0% | -11.0% | +4.6% |
| 3M | +11.0% | +0.4% | +10.6% | +10.6% |
| 6M | +28.2% | +13.0% | +15.2% | +24.7% |
| YTD | +21.5% | -12.7% | +34.2% | +23.7% |
| 1Y | +34.5% | -20.9% | +55.4% | +39.5% |
| 3Y | +49.5% | -35.4% | +84.9% | +59.7% |
| 5Y | +188.3% | -32.3% | +220.6% | +203.2% |
| 10Y | +493.1% | -40.5% | +533.6% | +543.4% |
| All | +493.1% | -39.9% | +533.0% | +543.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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