+30.2%
VRTX vs WU
-18.0%
+48.2%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.4% | -2.0% | +2.7% |
| 7D | +3.7% | +8.2% | -4.6% | +2.5% |
| 30D | +9.0% | +8.0% | +1.0% | +7.8% |
| 3M | +14.7% | -6.6% | +21.3% | +15.6% |
| 6M | +27.7% | -23.3% | +51.0% | +32.6% |
| YTD | +21.1% | -22.4% | +43.5% | +24.8% |
| 1Y | +30.2% | -18.0% | +48.2% | +30.6% |
| All | +30.2% | -18.0% | +48.2% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling