+7,990.7%
VRTX vs WWD
+15,408.5%
-7,417.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.4% |
| 7D | +0.8% | +1.3% | -0.5% | +0.5% |
| 30D | +12.6% | -7.2% | +19.8% | +14.7% |
| 3M | +23.6% | -3.8% | +27.5% | +24.2% |
| 6M | +14.3% | -9.9% | +24.2% | +16.3% |
| YTD | +20.5% | +14.8% | +5.6% | +14.2% |
| 1Y | +37.6% | +42.1% | -4.5% | +22.4% |
| 3Y | +55.5% | +170.8% | -115.3% | +13.3% |
| 5Y | +175.7% | +197.5% | -21.8% | +90.9% |
| 10Y | +474.2% | +477.8% | -3.6% | +197.7% |
| All | +7,990.7% | +15,408.5% | -7,417.9% | +1,707.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling