-20.7%
KORU vs VRTX
+483.3%
-504.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.0% |
| 7D | +11.1% | -1.6% | +12.7% | +12.3% |
| 30D | -40.6% | +8.0% | -48.6% | -43.7% |
| 3M | -63.9% | +4.3% | -68.2% | -65.3% |
| 6M | -82.8% | +18.9% | -101.7% | -85.1% |
| YTD | -15.4% | +18.8% | -34.2% | -25.9% |
| 1Y | -3.3% | +24.0% | -27.2% | -17.7% |
| 3Y | +136.2% | +42.1% | +94.0% | +73.1% |
| 5Y | -36.7% | +187.6% | -224.3% | -71.6% |
| All | -20.7% | +483.3% | -504.1% | -67.1% |
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