+280.9%
WMB vs VRTX
+480.2%
-199.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.3% | +2.2% |
| 7D | +1.6% | -0.4% | +1.9% | +1.6% |
| 30D | -7.1% | +7.9% | -15.0% | -8.5% |
| 3M | -4.0% | +3.3% | -7.3% | -4.9% |
| 6M | -5.7% | +25.7% | -31.4% | -10.3% |
| YTD | +17.2% | +20.7% | -3.5% | +11.9% |
| 1Y | +17.2% | +27.4% | -10.3% | +10.6% |
| 3Y | +121.1% | +46.4% | +74.7% | +97.9% |
| 5Y | +197.2% | +194.3% | +2.9% | +121.9% |
| 10Y | +280.9% | +494.6% | -213.7% | +152.1% |
| All | +280.9% | +480.2% | -199.3% | +152.1% |
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