+425.8%
VRTX vs WU
-39.5%
+465.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | -1.1% |
| 7D | -7.8% | -5.0% | -2.8% | -6.7% |
| 30D | -2.8% | -2.3% | -0.6% | -2.4% |
| 3M | +18.1% | -3.2% | +21.3% | +18.0% |
| 6M | +3.1% | -25.0% | +28.1% | +9.0% |
| YTD | +13.5% | -21.7% | +35.2% | +18.5% |
| 1Y | +32.4% | -9.0% | +41.4% | +32.9% |
| 3Y | +50.0% | -28.9% | +78.9% | +57.4% |
| 5Y | +172.9% | -51.0% | +223.9% | +210.7% |
| All | +425.8% | -39.5% | +465.3% | +437.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling