+474.5%
VRTX vs WWD
+460.9%
+13.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +3.2% | +0.4% | +2.8% | +3.1% |
| 30D | +7.4% | -0.4% | +7.8% | +7.2% |
| 3M | +4.6% | -6.1% | +10.7% | +5.4% |
| 6M | +27.5% | -9.5% | +37.0% | +28.9% |
| YTD | +20.9% | +10.8% | +10.0% | +17.2% |
| 1Y | +30.1% | +23.5% | +6.6% | +23.4% |
| 3Y | +46.6% | +151.3% | -104.6% | +20.2% |
| 5Y | +191.6% | +187.8% | +3.8% | +128.9% |
| 10Y | +474.5% | +461.1% | +13.4% | +280.1% |
| All | +474.5% | +460.9% | +13.6% | +280.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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