+405.8%
WDC vs VRTX
+33.9%
+371.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +2.0% |
| 7D | +6.0% | -3.4% | +9.4% | +5.8% |
| 30D | +9.9% | +6.6% | +3.3% | +9.4% |
| 3M | -9.4% | +19.4% | -28.8% | -12.7% |
| 6M | +94.7% | +15.8% | +78.9% | +88.9% |
| YTD | +177.4% | +16.7% | +160.7% | +168.1% |
| All | +405.8% | +33.9% | +371.9% | +362.8% |
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