+37.6%
VRTX vs KVUE
-4.3%
+41.9%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -2.0% |
| 7D | +0.8% | -2.2% | +3.1% | +1.0% |
| 30D | +12.6% | -3.7% | +16.3% | +13.0% |
| 3M | +23.6% | +12.3% | +11.4% | +23.0% |
| 6M | +14.3% | +5.4% | +8.9% | +13.9% |
| YTD | +20.5% | +12.4% | +8.0% | +20.1% |
| 1Y | +37.6% | -4.4% | +42.0% | +36.5% |
| All | +37.6% | -4.3% | +41.9% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 1y: compounded portfolio wealth divided by compounded KVUE 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…
1y analysis · Full analysis span regression · 6 months rolling