+30.8%
VRTX vs W
+8.7%
+22.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.5% |
| 7D | -0.4% | +3.3% | -3.7% | -0.6% |
| 30D | +8.0% | +10.5% | -2.5% | +7.5% |
| 3M | +11.0% | +9.6% | +1.4% | +10.5% |
| 6M | +28.2% | +76.4% | -48.2% | +26.0% |
| YTD | +21.5% | +16.4% | +5.1% | +18.8% |
| All | +30.8% | +8.7% | +22.1% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 1y: compounded portfolio wealth divided by compounded W 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…
1y analysis · Full analysis span regression · 6 months rolling