+54.2%
VRTX vs WSM
+239.4%
-185.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.3% | -3.2% |
| 7D | -3.4% | +2.6% | -6.0% | -3.7% |
| 30D | +6.6% | -9.5% | +16.1% | +7.6% |
| 3M | +19.4% | +12.9% | +6.5% | +18.0% |
| 6M | +15.8% | +23.0% | -7.2% | +13.5% |
| YTD | +16.7% | +28.9% | -12.3% | +13.9% |
| 1Y | +33.8% | +13.7% | +20.1% | +31.7% |
| 3Y | +54.2% | +232.6% | -178.4% | +41.7% |
| All | +54.2% | +239.4% | -185.2% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 3y: compounded portfolio wealth divided by compounded WSM 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…
3y analysis · Full analysis span regression · 6 months rolling