+176.4%
VRTX vs WCC
+229.6%
-53.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.5% | -5.6% | -3.4% |
| 7D | -3.4% | +8.5% | -11.9% | -4.3% |
| 30D | +6.6% | -1.0% | +7.6% | +6.6% |
| 3M | +19.4% | +2.1% | +17.3% | +18.7% |
| 6M | +15.8% | +36.8% | -21.0% | +10.6% |
| YTD | +16.7% | +47.7% | -31.1% | +10.3% |
| 1Y | +33.8% | +66.5% | -32.7% | +24.5% |
| 3Y | +54.2% | +134.2% | -80.0% | +34.2% |
| 5Y | +176.4% | +231.6% | -55.3% | +131.2% |
| All | +176.4% | +229.6% | -53.3% | +131.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling