+48.2%
VRTX vs KVUE
-8.9%
+57.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -7.8% | -6.1% | -1.7% | -7.0% |
| 30D | -2.8% | -5.6% | +2.7% | -2.1% |
| 3M | +18.1% | -0.3% | +18.4% | +18.3% |
| 6M | +3.1% | +1.4% | +1.7% | +2.9% |
| YTD | +13.5% | +6.7% | +6.8% | +12.7% |
| 1Y | +32.4% | +1.0% | +31.5% | +32.4% |
| All | +48.2% | -8.9% | +57.1% | +54.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling