+12,141.6%
VRTX vs WEC
+3,949.8%
+8,191.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.2% |
| 7D | -0.4% | +0.2% | -0.6% | -0.5% |
| 30D | +8.0% | +12.9% | -4.9% | +2.4% |
| 3M | +11.0% | +9.8% | +1.3% | +6.3% |
| 6M | +28.2% | +6.7% | +21.4% | +24.1% |
| YTD | +21.5% | +14.0% | +7.5% | +14.1% |
| 1Y | +34.5% | +7.3% | +27.2% | +29.7% |
| 3Y | +49.5% | +63.8% | -14.3% | +18.0% |
| 5Y | +188.3% | +54.8% | +133.5% | +129.6% |
| 10Y | +493.1% | +185.7% | +307.4% | +234.0% |
| All | +12,141.6% | +3,949.8% | +8,191.8% | +2,305.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling