+141.0%
WBD vs VRTX
+51.7%
+89.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.4% |
| 7D | -1.7% | -6.4% | +4.7% | -0.1% |
| 30D | +3.9% | -0.5% | +4.4% | +3.9% |
| 3M | +5.1% | +16.9% | -11.8% | +0.7% |
| 6M | +0.6% | +13.1% | -12.5% | -3.0% |
| YTD | -3.2% | +14.9% | -18.1% | -7.5% |
| 1Y | +127.7% | +31.4% | +96.2% | +108.2% |
| All | +141.0% | +51.7% | +89.3% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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