+557.4%
VRTX vs WST
+441.1%
+116.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.0% | +0.4% |
| 7D | -2.1% | -3.1% | +1.0% | -1.4% |
| 30D | +8.2% | +9.1% | -0.9% | +6.2% |
| 3M | +13.0% | +14.7% | -1.7% | +9.6% |
| 6M | +27.9% | +28.0% | -0.1% | +20.9% |
| YTD | +20.7% | +45.6% | -25.0% | +10.1% |
| 1Y | +31.4% | +45.7% | -14.2% | +19.9% |
| 3Y | +41.8% | +21.1% | +20.7% | +25.8% |
| 5Y | +183.7% | +0.3% | +183.4% | +161.8% |
| All | +557.4% | +441.1% | +116.3% | +179.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 10y: compounded portfolio wealth divided by compounded WST 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…
10y analysis · Full analysis span regression · 6 months rolling