+417.4%
WDC vs VRTX
+37.4%
+380.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.1% | +8.0% | +5.8% |
| 7D | +1.7% | +0.8% | +0.9% | +1.7% |
| 30D | -10.0% | +12.6% | -22.6% | -10.5% |
| 3M | -18.8% | +23.6% | -42.4% | -21.7% |
| 6M | +79.0% | +14.3% | +64.8% | +76.9% |
| YTD | +171.6% | +20.5% | +151.1% | +162.9% |
| 1Y | +417.4% | +37.6% | +379.8% | +373.0% |
| All | +417.4% | +37.4% | +380.0% | +373.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling