+1,503.4%
VRTX vs WU
-19.6%
+1,523.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.2% | -1.8% |
| 7D | +0.8% | -0.8% | +1.6% | +1.1% |
| 30D | +12.6% | -1.1% | +13.7% | +12.8% |
| 3M | +23.6% | -3.9% | +27.5% | +23.6% |
| 6M | +14.3% | -20.7% | +34.9% | +20.8% |
| YTD | +20.5% | -18.4% | +38.8% | +25.9% |
| 1Y | +37.6% | -8.1% | +45.6% | +37.8% |
| 3Y | +55.5% | -24.2% | +79.7% | +62.3% |
| 5Y | +175.7% | -50.4% | +226.2% | +221.2% |
| 10Y | +474.2% | -40.0% | +514.2% | +496.5% |
| All | +1,503.4% | -19.6% | +1,523.0% | +1,368.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling