+5,327.3%
VRTX vs WCC
+1,713.7%
+3,613.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.9% | -6.0% | -3.0% |
| 7D | +0.8% | +4.5% | -3.7% | -0.3% |
| 30D | +12.6% | -5.8% | +18.4% | +14.0% |
| 3M | +23.6% | -3.7% | +27.3% | +23.5% |
| 6M | +14.3% | +23.1% | -8.8% | +7.0% |
| YTD | +20.5% | +44.2% | -23.7% | +8.3% |
| 1Y | +37.6% | +62.1% | -24.5% | +19.8% |
| 3Y | +55.5% | +121.1% | -65.6% | +19.4% |
| 5Y | +175.7% | +214.0% | -38.2% | +84.1% |
| 10Y | +474.2% | +472.8% | +1.4% | +188.7% |
| All | +5,327.3% | +1,713.7% | +3,613.5% | +1,132.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling