+12,036.0%
VRTX vs WEC
+3,562.3%
+8,473.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | +12.6% | -1.3% | +13.9% | +13.1% |
| 3M | +23.6% | -3.9% | +27.6% | +25.5% |
| 6M | +14.3% | -8.3% | +22.6% | +18.2% |
| YTD | +20.5% | +3.1% | +17.4% | +18.3% |
| 1Y | +37.6% | +1.9% | +35.6% | +35.5% |
| 3Y | +55.5% | +41.9% | +13.6% | +30.7% |
| 5Y | +175.7% | +30.8% | +145.0% | +136.5% |
| 10Y | +474.2% | +141.9% | +332.3% | +248.2% |
| All | +12,036.0% | +3,562.3% | +8,473.7% | +2,394.2% |
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