+42.1%
VRTX vs WEC
+64.2%
-22.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.0% |
| 7D | -1.6% | +2.3% | -3.9% | -2.1% |
| 30D | +8.0% | +11.1% | -3.0% | +5.4% |
| 3M | +4.3% | +8.4% | -4.2% | +2.3% |
| 6M | +18.9% | +7.5% | +11.4% | +16.9% |
| YTD | +18.8% | +15.3% | +3.5% | +14.8% |
| 1Y | +24.0% | +9.7% | +14.2% | +21.4% |
| 3Y | +42.1% | +64.7% | -22.5% | +29.0% |
| All | +42.1% | +64.2% | -22.1% | +29.0% |
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