+41.8%
VRTX vs WEC
+53.8%
-12.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.4% |
| 7D | -2.1% | -0.2% | -1.9% | -2.1% |
| 30D | +8.2% | +12.3% | -4.1% | +5.2% |
| 3M | +13.0% | +8.3% | +4.8% | +10.8% |
| 6M | +27.9% | +3.5% | +24.5% | +27.0% |
| YTD | +20.7% | +12.7% | +8.0% | +17.1% |
| 1Y | +31.4% | +8.2% | +23.3% | +29.0% |
| 3Y | +41.8% | +55.9% | -14.1% | +26.1% |
| All | +41.8% | +53.8% | -12.0% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling