+30.1%
VRTX vs WCC
+23.4%
+6.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +3.2% | -9.9% | +13.2% | +3.2% |
| 30D | +7.4% | -13.4% | +20.8% | +7.5% |
| 3M | +4.6% | -13.5% | +18.1% | +4.6% |
| 6M | +27.5% | -10.6% | +38.1% | +27.4% |
| YTD | +20.9% | +30.1% | -9.2% | +13.3% |
| 1Y | +30.1% | +22.3% | +7.8% | +22.1% |
| All | +30.1% | +23.4% | +6.7% | +22.1% |
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