+302.1%
WMB vs VRTX
+452.7%
-150.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.2% | +5.4% | +2.9% |
| 7D | +0.8% | -3.4% | +4.2% | +1.4% |
| 30D | +7.7% | +6.6% | +1.1% | +6.2% |
| 3M | +6.7% | +19.4% | -12.7% | +2.7% |
| 6M | +3.6% | +15.8% | -12.2% | +0.2% |
| YTD | +28.0% | +16.7% | +11.3% | +23.2% |
| 1Y | +37.6% | +33.8% | +3.8% | +28.5% |
| 3Y | +149.0% | +54.2% | +94.9% | +120.1% |
| 5Y | +285.3% | +176.4% | +108.9% | +191.6% |
| 10Y | +302.1% | +443.5% | -141.5% | +177.3% |
| All | +302.1% | +452.7% | -150.7% | +177.3% |
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 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