+5,344.9%
VRTX vs WCC
+1,536.7%
+3,808.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | +3.2% | -9.9% | +13.2% | +5.3% |
| 30D | +7.4% | -13.4% | +20.8% | +10.1% |
| 3M | +4.6% | -13.5% | +18.1% | +6.8% |
| 6M | +27.5% | -10.6% | +38.1% | +27.9% |
| YTD | +20.9% | +30.1% | -9.2% | +10.1% |
| 1Y | +30.1% | +22.3% | +7.8% | +20.1% |
| 3Y | +46.6% | +130.3% | -83.6% | +10.4% |
| 5Y | +191.6% | +144.5% | +47.1% | +105.3% |
| 10Y | +474.5% | +431.8% | +42.7% | +190.5% |
| All | +5,344.9% | +1,536.7% | +3,808.1% | +1,153.1% |
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 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