+493.1%
VRTX vs WEC
+178.6%
+314.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.3% |
| 7D | -0.4% | +0.2% | -0.6% | -0.5% |
| 30D | +8.0% | +12.9% | -4.9% | +3.7% |
| 3M | +11.0% | +9.8% | +1.3% | +7.5% |
| 6M | +28.2% | +6.7% | +21.4% | +25.2% |
| YTD | +21.5% | +14.0% | +7.5% | +16.0% |
| 1Y | +34.5% | +7.3% | +27.2% | +31.0% |
| 3Y | +49.5% | +63.8% | -14.3% | +24.9% |
| 5Y | +188.3% | +54.8% | +133.5% | +143.0% |
| 10Y | +493.1% | +185.7% | +307.4% | +344.6% |
| All | +493.1% | +178.6% | +314.5% | +344.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling