+29.7%
VRTX vs KWEB
-35.0%
+64.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -5.6% | -5.6% | -0.1% | -5.0% |
| 30D | -2.0% | -10.7% | +8.7% | -0.6% |
| 3M | +15.8% | -7.4% | +23.2% | +17.1% |
| 6M | +4.7% | -19.3% | +24.0% | +8.1% |
| YTD | +13.7% | -27.8% | +41.4% | +18.0% |
| 1Y | +29.7% | -35.9% | +65.7% | +36.7% |
| All | +29.7% | -35.0% | +64.7% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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