+12,036.0%
VRTX vs GWW
+9,195.7%
+2,840.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.5% |
| 7D | +0.8% | +1.4% | -0.6% | +0.2% |
| 30D | +12.6% | +3.3% | +9.4% | +11.1% |
| 3M | +23.6% | +2.9% | +20.7% | +21.8% |
| 6M | +14.3% | +15.8% | -1.5% | +7.2% |
| YTD | +20.5% | +32.0% | -11.6% | +6.9% |
| 1Y | +37.6% | +29.9% | +7.7% | +22.7% |
| 3Y | +55.5% | +91.1% | -35.5% | +16.6% |
| 5Y | +175.7% | +223.9% | -48.2% | +62.5% |
| 10Y | +474.2% | +567.0% | -92.8% | +127.6% |
| All | +12,036.0% | +9,195.7% | +2,840.3% | +1,595.3% |
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