+538.6%
VRTX vs KWEB
+21.1%
+517.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | -5.6% | -5.6% | -0.1% | -4.5% |
| 30D | -2.0% | -10.7% | +8.7% | +0.3% |
| 3M | +15.8% | -7.4% | +23.2% | +17.4% |
| 6M | +4.7% | -19.3% | +24.0% | +8.9% |
| YTD | +13.7% | -27.8% | +41.4% | +20.8% |
| 1Y | +29.7% | -35.9% | +65.7% | +41.0% |
| 3Y | +48.4% | -1.9% | +50.4% | +42.8% |
| 5Y | +173.3% | -43.2% | +216.5% | +189.3% |
| 10Y | +450.2% | -21.2% | +471.4% | +333.1% |
| All | +538.6% | +21.1% | +517.5% | +291.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling