+52.6%
VRTX vs KVUE
-17.7%
+70.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.9% |
| 7D | -3.4% | -1.9% | -1.5% | -3.2% |
| 30D | +6.6% | -3.3% | +9.9% | +7.1% |
| 3M | +19.4% | +6.0% | +13.4% | +18.6% |
| 6M | +15.8% | +2.3% | +13.5% | +15.4% |
| YTD | +16.7% | +10.3% | +6.3% | +15.3% |
| 1Y | +33.8% | +4.6% | +29.2% | +33.1% |
| 3Y | +54.2% | -2.2% | +56.4% | +57.0% |
| All | +52.6% | -17.7% | +70.3% | +62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling