+11,955.6%
VRTX vs KEY
+630.6%
+11,325.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.5% |
| 7D | +0.5% | -2.5% | +2.9% | +1.0% |
| 30D | +8.0% | +4.1% | +3.9% | +7.0% |
| 3M | +11.9% | -8.4% | +20.3% | +14.1% |
| 6M | +27.8% | -2.3% | +30.1% | +28.2% |
| YTD | +19.7% | +4.6% | +15.1% | +17.9% |
| 1Y | +30.1% | +24.6% | +5.5% | +22.9% |
| 3Y | +44.2% | +112.8% | -68.6% | +16.7% |
| 5Y | +181.3% | +12.9% | +168.4% | +151.9% |
| 10Y | +587.1% | +126.7% | +460.4% | +364.0% |
| All | +11,955.6% | +630.6% | +11,325.0% | +4,549.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling