+456.3%
VRTX vs WCC
+506.2%
-49.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.3% |
| 7D | -6.4% | +6.8% | -13.2% | -7.2% |
| 30D | -0.5% | -3.0% | +2.5% | -0.3% |
| 3M | +16.9% | +0.2% | +16.7% | +16.3% |
| 6M | +13.1% | +33.2% | -20.1% | +7.8% |
| YTD | +14.9% | +45.8% | -30.9% | +8.1% |
| 1Y | +31.4% | +68.4% | -36.9% | +20.9% |
| 3Y | +51.9% | +131.1% | -79.2% | +30.2% |
| 5Y | +177.1% | +225.6% | -48.5% | +120.0% |
| 10Y | +456.3% | +534.2% | -77.9% | +253.0% |
| All | +456.3% | +506.2% | -49.9% | +253.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling