+13,444.8%
WELL vs VRTX
+11,891.0%
+1,553.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | +4.4% | -2.1% | +6.5% | +4.6% |
| 30D | +10.8% | +8.2% | +2.6% | +10.1% |
| 3M | +4.2% | +13.0% | -8.8% | +3.2% |
| 6M | +14.0% | +27.9% | -13.9% | +11.8% |
| YTD | +33.4% | +20.7% | +12.8% | +31.2% |
| 1Y | +32.4% | +31.4% | +1.0% | +29.3% |
| 3Y | +194.7% | +41.8% | +152.9% | +184.5% |
| 5Y | +226.5% | +183.7% | +42.8% | +198.3% |
| 10Y | +429.8% | +592.9% | -163.0% | +349.1% |
| All | +13,444.8% | +11,891.0% | +1,553.8% | +9,098.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling