+1,247.1%
VRTX vs CVE
+89.9%
+1,157.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.9% |
| 7D | +0.8% | +2.5% | -1.7% | +0.5% |
| 30D | +12.6% | +16.7% | -4.1% | +10.3% |
| 3M | +23.6% | +9.3% | +14.4% | +21.7% |
| 6M | +14.3% | +43.6% | -29.3% | +7.9% |
| YTD | +20.5% | +93.6% | -73.1% | +8.7% |
| 1Y | +37.6% | +98.8% | -61.2% | +23.5% |
| 3Y | +55.5% | +73.6% | -18.1% | +39.9% |
| 5Y | +175.7% | +312.5% | -136.7% | +107.9% |
| 10Y | +474.2% | +161.0% | +313.2% | +315.2% |
| All | +1,247.1% | +89.9% | +1,157.2% | +883.4% |
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