+12,057.6%
VRTX vs WEC
+3,905.5%
+8,152.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.7% |
| 7D | -2.1% | -0.2% | -1.9% | -2.0% |
| 30D | +8.2% | +12.3% | -4.1% | +2.8% |
| 3M | +13.0% | +8.3% | +4.8% | +8.9% |
| 6M | +27.9% | +3.5% | +24.5% | +25.6% |
| YTD | +20.7% | +12.7% | +8.0% | +13.9% |
| 1Y | +31.4% | +8.2% | +23.3% | +26.2% |
| 3Y | +41.8% | +55.9% | -14.1% | +14.5% |
| 5Y | +183.7% | +51.2% | +132.4% | +128.3% |
| 10Y | +592.9% | +177.6% | +415.3% | +294.5% |
| All | +12,057.6% | +3,905.5% | +8,152.0% | +2,300.5% |
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