+48.2%
VRTX vs KWEB
-2.9%
+51.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.2% |
| 7D | -7.8% | -4.3% | -3.5% | -7.5% |
| 30D | -2.8% | -13.0% | +10.1% | -2.0% |
| 3M | +18.1% | -7.6% | +25.7% | +18.7% |
| 6M | +3.1% | -21.1% | +24.2% | +4.6% |
| YTD | +13.5% | -28.2% | +41.7% | +15.6% |
| 1Y | +32.4% | -34.9% | +67.3% | +35.5% |
| All | +48.2% | -2.9% | +51.1% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling