+493.1%
VRTX vs KEY
+121.9%
+371.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | +0.3% |
| 7D | -0.4% | -0.4% | 0.0% | -0.4% |
| 30D | +8.0% | +7.2% | +0.8% | +6.9% |
| 3M | +11.0% | -4.9% | +16.0% | +11.8% |
| 6M | +28.2% | +1.1% | +27.1% | +27.8% |
| YTD | +21.5% | +6.8% | +14.7% | +20.0% |
| 1Y | +34.5% | +23.3% | +11.2% | +30.2% |
| 3Y | +49.5% | +126.1% | -76.6% | +30.6% |
| 5Y | +188.3% | +15.2% | +173.1% | +172.8% |
| 10Y | +493.1% | +113.6% | +379.5% | +384.4% |
| All | +493.1% | +121.9% | +371.2% | +384.4% |
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