+470.4%
VRTX vs WWD
+439.4%
+31.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.6% | +4.0% | -5.5% | -2.2% |
| 30D | +8.0% | +0.4% | +7.6% | +7.7% |
| 3M | +4.3% | -7.9% | +12.2% | +5.4% |
| 6M | +18.9% | -10.6% | +29.5% | +20.4% |
| YTD | +18.8% | +9.4% | +9.4% | +15.4% |
| 1Y | +24.0% | +25.7% | -1.8% | +17.2% |
| 3Y | +42.1% | +148.5% | -106.4% | +16.8% |
| 5Y | +187.6% | +189.5% | -1.9% | +125.6% |
| All | +470.4% | +439.4% | +31.1% | +286.2% |
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