+495.5%
VRTX vs WU
-35.2%
+530.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.8% |
| 7D | +3.2% | +11.0% | -7.8% | +0.7% |
| 30D | +7.4% | +13.4% | -6.0% | +4.3% |
| 3M | +4.6% | +2.2% | +2.4% | +3.7% |
| 6M | +27.5% | -18.2% | +45.7% | +32.1% |
| YTD | +20.9% | -18.3% | +39.1% | +24.8% |
| 1Y | +30.1% | -12.2% | +42.2% | +32.0% |
| 3Y | +46.6% | -20.8% | +67.4% | +50.1% |
| 5Y | +191.6% | -42.6% | +234.1% | +218.4% |
| All | +495.5% | -35.2% | +530.7% | +468.0% |
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