+1,238.2%
VRTX vs CVE
+62.8%
+1,175.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.6% | -0.8% |
| 7D | +0.5% | -14.1% | +14.5% | +2.4% |
| 30D | +8.0% | -11.6% | +19.6% | +9.5% |
| 3M | +11.9% | 0.0% | +11.9% | +11.5% |
| 6M | +27.8% | -8.4% | +36.2% | +28.4% |
| YTD | +19.7% | +65.9% | -46.2% | +9.9% |
| 1Y | +30.1% | +69.4% | -39.3% | +19.1% |
| 3Y | +44.2% | +55.9% | -11.7% | +31.2% |
| 5Y | +181.3% | +146.2% | +35.1% | +129.8% |
| 10Y | +587.1% | +140.6% | +446.4% | +397.4% |
| All | +1,238.2% | +62.8% | +1,175.4% | +894.2% |
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