-54.1%
KHC vs VRTX
+519.5%
-573.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | -2.0% | -0.4% | -1.6% | -2.0% |
| 30D | +9.7% | +8.0% | +1.7% | +8.2% |
| 3M | -2.0% | +11.0% | -13.1% | -3.8% |
| 6M | +5.4% | +28.2% | -22.7% | +0.9% |
| YTD | +5.9% | +21.5% | -15.6% | +1.9% |
| 1Y | +7.5% | +34.5% | -27.1% | +1.4% |
| 3Y | -12.4% | +49.5% | -61.9% | -20.5% |
| 5Y | -15.8% | +188.3% | -204.1% | -33.7% |
| 10Y | -54.1% | +493.1% | -547.2% | -65.3% |
| All | -54.1% | +519.5% | -573.6% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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