+1,254.3%
VRTX vs CVE
+67.4%
+1,187.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -7.6% | +11.1% | +4.5% |
| 7D | +3.7% | -12.1% | +15.7% | +5.3% |
| 30D | +9.0% | -9.8% | +18.8% | +10.3% |
| 3M | +14.7% | -0.7% | +15.4% | +14.4% |
| 6M | +27.7% | -4.3% | +32.0% | +27.5% |
| YTD | +21.1% | +70.6% | -49.5% | +10.8% |
| 1Y | +30.2% | +73.2% | -42.9% | +18.9% |
| 3Y | +45.9% | +60.3% | -14.4% | +32.3% |
| 5Y | +182.7% | +159.3% | +23.4% | +129.2% |
| 10Y | +595.3% | +147.4% | +447.9% | +401.5% |
| All | +1,254.3% | +67.4% | +1,187.0% | +902.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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