-51.2%
KHC vs VRTX
+487.7%
-538.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | -3.3% | 0.0% | -3.3% | -3.3% |
| 30D | +9.1% | +11.8% | -2.7% | +7.1% |
| 3M | +1.4% | +3.2% | -1.8% | +0.8% |
| 6M | +8.4% | +21.0% | -12.7% | +4.7% |
| YTD | +6.2% | +19.7% | -13.5% | +2.3% |
| 1Y | +5.7% | +25.0% | -19.3% | +1.0% |
| 3Y | -12.0% | +45.2% | -57.3% | -19.8% |
| 5Y | -15.3% | +189.7% | -205.1% | -33.7% |
| All | -51.2% | +487.7% | -538.9% | -62.8% |
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