+12,036.0%
VRTX vs WSM
+27,295.4%
-15,259.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.1% | -4.2% | -2.5% |
| 7D | +0.8% | -3.3% | +4.1% | +1.4% |
| 30D | +12.6% | -8.4% | +21.0% | +14.3% |
| 3M | +23.6% | +9.7% | +14.0% | +21.5% |
| 6M | +14.3% | +16.7% | -2.4% | +10.9% |
| YTD | +20.5% | +28.7% | -8.2% | +14.7% |
| 1Y | +37.6% | +13.7% | +23.9% | +33.5% |
| 3Y | +55.5% | +230.1% | -174.5% | +20.3% |
| 5Y | +175.7% | +179.0% | -3.2% | +112.1% |
| 10Y | +474.2% | +1,002.5% | -528.3% | +216.5% |
| All | +12,036.0% | +27,295.4% | -15,259.4% | +3,480.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling