+12,036.0%
VRTX vs MKC
+1,985.5%
+10,050.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.2% | -1.9% |
| 7D | +0.8% | -5.9% | +6.7% | +2.5% |
| 30D | +12.6% | -0.9% | +13.5% | +12.8% |
| 3M | +23.6% | +12.7% | +10.9% | +19.1% |
| 6M | +14.3% | -19.3% | +33.6% | +20.4% |
| YTD | +20.5% | -22.2% | +42.6% | +27.7% |
| 1Y | +37.6% | -23.3% | +60.9% | +46.1% |
| 3Y | +55.5% | -30.0% | +85.5% | +67.4% |
| 5Y | +175.7% | -33.8% | +209.5% | +198.0% |
| 10Y | +474.2% | +24.4% | +449.8% | +409.7% |
| All | +12,036.0% | +1,985.5% | +10,050.5% | +5,939.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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