+54.2%
VRTX vs WU
-27.2%
+81.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.6% | -2.7% |
| 7D | -3.4% | -0.8% | -2.6% | -3.3% |
| 30D | +6.6% | -1.1% | +7.7% | +6.7% |
| 3M | +19.4% | -1.8% | +21.2% | +19.0% |
| 6M | +15.8% | -23.9% | +39.7% | +21.1% |
| YTD | +16.7% | -20.4% | +37.1% | +20.6% |
| 1Y | +33.8% | -10.6% | +44.4% | +34.6% |
| 3Y | +54.2% | -27.7% | +81.9% | +59.5% |
| All | +54.2% | -27.2% | +81.4% | +59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling