+12,956.1%
WELL vs VRTX
+11,869.8%
+1,086.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | +0.1% | -1.9% |
| 7D | -0.8% | +0.8% | -1.6% | -0.9% |
| 30D | -0.1% | +12.6% | -12.7% | -1.0% |
| 3M | +18.0% | +23.6% | -5.6% | +16.1% |
| 6M | +15.0% | +14.3% | +0.7% | +13.7% |
| YTD | +28.6% | +20.5% | +8.2% | +26.5% |
| 1Y | +42.9% | +37.6% | +5.3% | +39.1% |
| 3Y | +203.0% | +55.5% | +147.5% | +190.5% |
| 5Y | +206.9% | +175.7% | +31.1% | +181.0% |
| 10Y | +339.5% | +474.2% | -134.7% | +277.2% |
| All | +12,956.1% | +11,869.8% | +1,086.3% | +8,771.3% |
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