+2.5%
WFC vs VRTX
+31.2%
-28.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.4% | -1.2% | +1.8% |
| 7D | +4.5% | +3.7% | +0.8% | +4.0% |
| 30D | +7.4% | +9.0% | -1.7% | +6.2% |
| 3M | -0.5% | +14.7% | -15.2% | -2.4% |
| 6M | +11.7% | +27.7% | -16.0% | +8.1% |
| YTD | -4.6% | +21.1% | -25.8% | -8.1% |
| 1Y | +2.5% | +30.2% | -27.7% | -3.7% |
| All | +2.5% | +31.2% | -28.6% | -3.7% |
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