+42.1%
VRTX vs KMB
+2.5%
+39.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -1.2% |
| 7D | -1.6% | +0.9% | -2.5% | -1.8% |
| 30D | +8.0% | +10.1% | -2.0% | +5.7% |
| 3M | +4.3% | 0.0% | +4.3% | +4.0% |
| 6M | +18.9% | +15.7% | +3.2% | +15.4% |
| YTD | +18.8% | +12.6% | +6.2% | +15.9% |
| 1Y | +24.0% | +10.1% | +13.8% | +21.4% |
| 3Y | +42.1% | +2.1% | +40.0% | +36.9% |
| All | +42.1% | +2.5% | +39.6% | +36.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling