+27.6%
VRTX vs WU
-12.5%
+40.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.7% |
| 7D | +3.2% | +11.0% | -7.8% | +1.6% |
| 30D | +7.4% | +13.4% | -6.0% | +5.5% |
| 3M | +4.6% | +2.2% | +2.4% | +4.0% |
| 6M | +27.5% | -18.2% | +45.7% | +31.3% |
| YTD | +20.9% | -18.3% | +39.1% | +23.4% |
| All | +27.6% | -12.5% | +40.1% | +24.3% |
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