+557.4%
VRTX vs KEY
+120.9%
+436.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +0.9% |
| 7D | -2.1% | -1.3% | -0.8% | -1.9% |
| 30D | +8.2% | +5.1% | +3.1% | +7.4% |
| 3M | +13.0% | -7.1% | +20.1% | +14.2% |
| 6M | +27.9% | -4.4% | +32.3% | +28.6% |
| YTD | +20.7% | +4.0% | +16.7% | +19.6% |
| 1Y | +31.4% | +23.4% | +8.0% | +27.0% |
| 3Y | +41.8% | +113.9% | -72.1% | +24.4% |
| 5Y | +183.7% | +12.3% | +171.4% | +169.0% |
| All | +557.4% | +120.9% | +436.5% | +340.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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