+443.5%
VRTX vs KMB
+15.9%
+427.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.2% | -2.6% |
| 7D | -3.4% | -2.7% | -0.7% | -2.6% |
| 30D | +6.6% | -5.0% | +11.6% | +8.3% |
| 3M | +19.4% | +6.6% | +12.8% | +16.9% |
| 6M | +15.8% | +1.0% | +14.8% | +15.0% |
| YTD | +16.7% | +6.0% | +10.7% | +14.0% |
| 1Y | +33.8% | -16.6% | +50.4% | +40.5% |
| 3Y | +54.2% | -8.6% | +62.8% | +55.2% |
| 5Y | +176.4% | -10.9% | +187.2% | +178.1% |
| 10Y | +443.5% | +16.8% | +426.7% | +423.1% |
| All | +443.5% | +15.9% | +427.6% | +423.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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