+12,036.0%
VRTX vs KEY
+673.1%
+11,362.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | +0.8% | +2.2% | -1.4% | +0.3% |
| 30D | +12.6% | -3.0% | +15.7% | +13.4% |
| 3M | +23.6% | +3.3% | +20.3% | +22.5% |
| 6M | +14.3% | +9.2% | +5.1% | +11.7% |
| YTD | +20.5% | +10.6% | +9.8% | +17.1% |
| 1Y | +37.6% | +20.4% | +17.2% | +30.8% |
| 3Y | +55.5% | +121.8% | -66.3% | +24.2% |
| 5Y | +175.7% | +41.1% | +134.6% | +133.4% |
| 10Y | +474.2% | +168.5% | +305.7% | +271.2% |
| All | +12,036.0% | +673.1% | +11,362.9% | +4,520.4% |
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 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