+1,330.5%
WDC vs VRTX
+57.9%
+1,272.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.1% | +8.0% | +6.2% |
| 7D | +1.7% | +0.8% | +0.9% | +1.6% |
| 30D | -10.0% | +12.6% | -22.6% | -11.9% |
| 3M | -18.8% | +23.6% | -42.4% | -22.6% |
| 6M | +79.0% | +14.3% | +64.8% | +73.3% |
| YTD | +171.6% | +20.5% | +151.1% | +159.6% |
| 1Y | +417.4% | +37.6% | +379.8% | +379.1% |
| All | +1,330.5% | +57.9% | +1,272.6% | +1,195.4% |
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