+455.3%
WELL vs VRTX
+519.5%
-64.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | +3.5% | -0.4% | +3.9% | +3.5% |
| 30D | +9.7% | +8.0% | +1.7% | +8.3% |
| 3M | +4.8% | +11.0% | -6.3% | +2.8% |
| 6M | +16.1% | +28.2% | -12.1% | +11.2% |
| YTD | +34.7% | +21.5% | +13.2% | +29.7% |
| 1Y | +31.9% | +34.5% | -2.6% | +24.8% |
| 3Y | +209.9% | +49.5% | +160.4% | +183.0% |
| 5Y | +226.5% | +188.3% | +38.2% | +164.2% |
| 10Y | +455.3% | +493.1% | -37.8% | +337.1% |
| All | +455.3% | +519.5% | -64.2% | +337.1% |
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