+184.1%
VRTX vs KMB
-8.4%
+192.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.7% |
| 7D | +0.8% | -3.0% | +3.9% | +1.6% |
| 30D | +12.6% | -5.5% | +18.1% | +14.1% |
| 3M | +23.6% | +14.0% | +9.6% | +19.8% |
| 6M | +14.3% | +4.1% | +10.2% | +13.0% |
| YTD | +20.5% | +8.0% | +12.4% | +18.0% |
| 1Y | +37.6% | -13.7% | +51.3% | +42.4% |
| 3Y | +55.5% | -5.9% | +61.5% | +55.1% |
| All | +184.1% | -8.4% | +192.5% | +184.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling