+11,955.6%
VRTX vs WM
+3,034.4%
+8,921.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.5% |
| 7D | +0.5% | +4.5% | -4.0% | -0.8% |
| 30D | +8.0% | +16.1% | -8.1% | +3.4% |
| 3M | +11.9% | +8.0% | +3.9% | +9.3% |
| 6M | +27.8% | +8.4% | +19.4% | +24.5% |
| YTD | +19.7% | +11.2% | +8.4% | +15.3% |
| 1Y | +30.1% | +22.3% | +7.8% | +21.9% |
| 3Y | +44.2% | +50.2% | -6.0% | +26.3% |
| 5Y | +181.3% | +63.3% | +118.0% | +139.2% |
| 10Y | +587.1% | +355.0% | +232.0% | +336.3% |
| All | +11,955.6% | +3,034.4% | +8,921.1% | +5,552.2% |
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