+82.9%
KORU vs VRTX
+451.8%
-368.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.9% |
| 7D | -1.7% | -5.6% | +3.9% | +1.6% |
| 30D | +13.5% | -2.0% | +15.5% | +14.1% |
| 3M | -45.2% | +15.8% | -61.0% | -50.9% |
| 6M | +17.1% | +4.7% | +12.4% | +11.6% |
| YTD | +154.1% | +13.7% | +140.4% | +131.8% |
| 1Y | +375.7% | +29.7% | +346.0% | +301.5% |
| 3Y | +474.0% | +48.4% | +425.6% | +321.4% |
| 5Y | +60.4% | +173.3% | -112.9% | -21.2% |
| All | +82.9% | +451.8% | -368.9% | -4.5% |
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