+12,056.2%
VRTX vs GWW
+10,351.1%
+1,705.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | -0.4% | 0.0% | -0.3% | -0.4% |
| 30D | +7.9% | +14.0% | -6.1% | +2.4% |
| 3M | +3.3% | +14.4% | -11.1% | -2.3% |
| 6M | +25.7% | +21.7% | +4.0% | +15.7% |
| YTD | +20.7% | +48.4% | -27.8% | +2.2% |
| 1Y | +27.4% | +58.4% | -31.0% | +5.1% |
| 3Y | +46.4% | +92.3% | -45.9% | +9.6% |
| 5Y | +194.3% | +221.8% | -27.5% | +74.3% |
| 10Y | +494.6% | +657.6% | -163.0% | +123.8% |
| All | +12,056.2% | +10,351.1% | +1,705.2% | +1,519.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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