+184.1%
VRTX vs KGC
+450.1%
-266.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -2.0% |
| 7D | +0.8% | -1.3% | +2.1% | +0.9% |
| 30D | +12.6% | +20.3% | -7.6% | +11.1% |
| 3M | +23.6% | +8.1% | +15.5% | +22.6% |
| 6M | +14.3% | -8.8% | +23.0% | +14.3% |
| YTD | +20.5% | +10.1% | +10.4% | +19.2% |
| 1Y | +37.6% | +44.2% | -6.6% | +33.8% |
| 3Y | +55.5% | +533.0% | -477.5% | +31.9% |
| All | +184.1% | +450.1% | -266.0% | +136.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling