+33.4%
VRTX vs WCC
+69.0%
-35.6%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.5% | -5.6% | -3.3% |
| 7D | -3.4% | +8.5% | -11.9% | -4.0% |
| 30D | +6.6% | -1.0% | +7.6% | +6.6% |
| 3M | +19.4% | +2.1% | +17.3% | +19.3% |
| 6M | +15.8% | +36.8% | -21.0% | +9.3% |
| YTD | +16.7% | +47.7% | -31.1% | +9.4% |
| All | +33.4% | +69.0% | -35.6% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling