+12,036.0%
VRTX vs WM
+2,732.5%
+9,303.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.8% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | +12.6% | -2.4% | +15.0% | +13.4% |
| 3M | +23.6% | +0.4% | +23.2% | +23.3% |
| 6M | +14.3% | -9.5% | +23.8% | +17.1% |
| YTD | +20.5% | +0.5% | +20.0% | +19.6% |
| 1Y | +37.6% | -1.1% | +38.7% | +37.1% |
| 3Y | +55.5% | +46.0% | +9.5% | +37.3% |
| 5Y | +175.7% | +51.8% | +123.9% | +139.5% |
| 10Y | +474.2% | +307.5% | +166.7% | +276.5% |
| All | +12,036.0% | +2,732.5% | +9,303.5% | +5,762.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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