+474.7%
VRTX vs KGC
+635.9%
-161.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.5% |
| 7D | 0.0% | -4.1% | +4.1% | +0.3% |
| 30D | +11.8% | -11.6% | +23.5% | +12.7% |
| 3M | +3.2% | -24.5% | +27.7% | +5.2% |
| 6M | +21.0% | -34.6% | +55.6% | +24.4% |
| YTD | +19.7% | -26.2% | +45.9% | +21.5% |
| 1Y | +25.0% | -20.1% | +45.1% | +26.1% |
| 3Y | +45.2% | +312.4% | -267.2% | +25.7% |
| 5Y | +189.7% | +224.9% | -35.2% | +152.3% |
| All | +474.7% | +635.9% | -161.2% | +371.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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