+1,309.1%
WDC vs VRTX
+441.1%
+868.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.5% |
| 7D | +7.5% | -6.4% | +13.9% | +9.5% |
| 30D | +10.1% | -0.5% | +10.6% | +9.7% |
| 3M | -6.8% | +16.9% | -23.7% | -12.3% |
| 6M | +84.1% | +13.1% | +71.1% | +74.3% |
| YTD | +180.3% | +14.9% | +165.3% | +164.0% |
| 1Y | +411.1% | +31.4% | +379.6% | +359.0% |
| 3Y | +1,375.0% | +51.9% | +1,323.1% | +1,120.0% |
| 5Y | +991.6% | +177.1% | +814.5% | +612.8% |
| 10Y | +1,309.1% | +456.3% | +852.8% | +746.0% |
| All | +1,309.1% | +441.1% | +868.0% | +746.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling